https://www.bequestcap.com/

Bequest is a DIFC-based, DFSA- and FSC-regulated wealth and asset management firm providing tailored Wealth Management, Family Office, and Corporate Advisory services. Our mission is to deliver innovative andcustomised financial solutions that address the unique needs of our clients across geographies.

We partner with Ultra-High-Net-Worth Individuals, Family Offices, and Institutions to provide:

- Private Banking & Investment Advisory - bespoke portfolio construction across asset classes.

- Wealth Planning - estate planning, philanthropy, and succession planning.

- Multi-Custody & Multi-Bank Aggregation - seamless oversight across banking relationships.

- Arranging Credit - strategic solutions for liquidity and leverage.

With offices in Dubai (DIFC) and Mauritius (Ebene Cybercity), Bequest combines global reach with boutique agility, guided by trust, integrity, and legacy-building for every client.

OVERVIEW OF THE POSITION : Associate Partner - Client Solutions

POSITION SPECIFICATION

Company - Bequest Group

Position - Associate Partner, Client Solutions

Location - Mumbai, India

Reporting Structure - Founder & CEO

Role Overview

We are seeking a driven professional to lead client acquisition and business growth for Bequest Capital for the GCC- region. The role focuses on building deep relationships with institutions, family offices, and UHNIs, offering tailored investment and custody solutions for both global and India access. The individual will ensure regulatory alignment, deliver trusted client advisory, and collaborate closely with partners across Dubai, Mauritius, and other global hubs on high-impact strategic initiatives.

Key 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.

- (Gulf Cooperation Council (GCC) consists of six member countries: Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates (UAE)).

Education & Experience:

- 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).

The Opportunity at Bequest

At Bequest, this role goes beyond client servicing - it's a chance to shape the future of a global wealth platform.

You'll work at the heart of cross-border finance, gaining rare exposure to private banking, fund structuring, and institutional partnerships, while being mentored directly by seasoned founders.

What This Role Offers You

- 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.

Your Career Growth Path

This isn't just a role - it's a career accelerator. Bequest empowers you to grow from execution to leadership by:

- Building global networks with private bankers, fund managers, and institutional partners.

- Developing expertise across client servicing, fund operations, and wealth structuring.

- Progressing in a platform that values merit, agility, and innovation.