Client Associates - Associate/AVP - Asset Allocation

About us:

Client Associates (CA) is India's first and largest "Multi Family Office Firm" founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.

Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the "Best Team of Private Bankers" in India. Over the last decade, CA has been awarded as the best Wealth Management firm across categories:

1. Winner "Best Multi Family Office" In India at the AIWMI, India Wealth Awards 2018

2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008

3. Winner of City Wealth Asian Family Office of the Year, 2011

4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally - 2011 & 2009

Job Description:

- Develop financial models and analysis relevant to making recommendations over the tactical and strategic investment horizons.

- Use financial principles to develop a systematic, data-driven approach to formulating modeled returns and risks for significant asset classes, and constructing optimal portfolios.

- Develop and refine models for security selection, evaluations of investment products and portfolios, examination of current markets for attractiveness of active and passive management, and analysis of current and timely investment controversies.

- Strong knowledge of MF & Non MFs

- Should have deep knowledge of EQ Portfolio performance & Alpha EQ/HYB

- Handle client's queries related to Asset Allocation

Candidate Profile:

- Candidate should be Post graduate with relevant work experience. (CFA preferred)

- Should be passionate about Wealth Management and impacting clients

- Should be relationship oriented with good inter-personal and people skills

- Should have the DNA for client centricity and quality

- Should have excellent Analytical, Problem Solving and Communication Skills and be a good team leader & team player

- Should be a self-starter, focused, goal orientated and a balanced personality with a good blend of patience and hunger

- Should have a strong network amongst the ultra-high net worth individuals

- Should have considerable skills in office tools like Excel, PowerPoint, etc.