Associate Partner - Client Servicing/Client Solutions

Position Name - Associate Partner,Client Solutions

Location - Mumbai

Experience Range - 8+ years

About the client -

Client is a wealth management and corporate advisory firm based in the Dubai International Financial Centre (DIFC), UAE with presence in Mauritius as well. It provides bespoke financial services including Wealth Management, Family Office Services, Corporate Advisory.

Job Roles and Responsibilities:

Client Acquisition & Relationship Management:

- Identify, target, and acquire new clients including family offices, UHNIs and institutional clients.

- Build enduring client relationships to enhance retention and wallet share.

- Develop customized proposals and presentations aligned with client needs and objectives.

Advisory & Solutioning:

- Assess client requirement, existing portfolios and risk profiles to recommend suitable solutions.

- Partner with internal teams to deliver seamless, integrated client experiences.

Regulatory & Compliance:

- Maintain sound understanding of SEBI FPI, RBI, FEMA and cross-border regulations.

- Ensure all client engagement comply with internal and external compliance standards.

Market Intelligence:

- Track industry trends, competitor activity, and regulatory changes to identify opportunities and risks.

- Provide feedback for product development and market strategy.

Skills & Attributes:

- Strong knowledge of custody, fund administration, asset management products and about GCC region.

- Proven track record in client acquisition and institutional relationship management.

- Excellent communication and presentation skills with the ability to engage senior stakeholders.

- Sound understanding of regulatory and operational frameworks in financial services.

- High level of integrity, commercial acumen, and entrepreneurial mindset.

Qualification and Experience:

- Graduate / Postgraduate in Finance, Economics, or Business Administration.

- MBA / CFA / CA preferred.

- Minimum 5 years of experience in custody sales, asset management, or institutional business development.

- Exposure to cross-border investment products and regulatory frameworks (India-UAE corridor preferred).

Other Details:

- A front-row seat to the growth of a DIFC-regulated global wealth platform.

- Opportunity to work alongside visionary founders and senior leaders, influencing strategy and execution.

- International exposure through partnerships with Dubai, Mauritius, and other financial hubs.

- A chance to thrive in a flat, entrepreneurial setup where your ideas and ownership create real impact.