Client Associates - Associate/AVP - Client Acquisition - HNI

Position Title : Associate / AVP

Experience Level : 4 Years or Above

Education : MBA Finance or equivalent

About us :

Client Associates (CA) is India's First and largest Multi Family Office Firm founded by Senior Private Bankers (Himanshu Kohli & Rohit Sarin) in 2002 to provide a professional platform of Private Wealth Management services in India.

CA operates out of seven offices at Gurgaon, New Delhi, Mumbai, Bengaluru, Kolkata, Chennai and Hyderabad.

Over the last more than 13 years of its journey CA has grown to advice more than 450 wealthy families of India owning assets worth a few billion USD. 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.

Client Associates has been 5 times winner of CNBC-TV18 Best Financial Advisors Award for 2015, 2014, 2012, 2009 & 2008. It has been the winner of Citywealth Asian Family Office of the Year, 2011. It was ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally for 2011 & 2009.

Job Description :

- New Client Acquisition

- Asset allocation analysis & Financial Planning

- Handling a portfolio of HNI clients whether independently or jointly with team leader

- Growing share of wallet of the client's total portfolio

- Understanding the client's needs and be able to advise effectively on portfolio decisions and suitable investment ideas

- Portfolio monitoring and analysis

- Cross-sell of non-Mutual Fund, real estate, estate planning, private transactions and other ancillary offerings (mortgage loans, insurance, etc.)

- Transaction execution and fund house coordination

Candidate Profile :

- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

- Should have thorough knowledge of financial markets and different asset classes

- Should preferably carry his/ her own base of clients who can be introduced to the Client Associates proposition

- Should have an excellent network of clients and prospects who can be tapped for business

- Should have Excellent Analytical, Problem Solving and Communication Skills and be a good team player

- Should be an independent, self-driven, goal oriented and entrepreneurial individual who is motivated by making a positive impact on the team and the organization by creating something new rather than being part of a structured team.

- Should have a balanced personality with a good bend of patience and hunger

- Should be passionate about Wealth Management and impacting clients

- Should be relationship oriented with good inter-personal skills

- Should have the DNA for client centricity and quality

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

Compensation & Rewards :

- Opportunity to work with an employee centric, growth oriented, progressive and forward looking team

- Purpose of building a world class organisation and the best place to work

- Growth in compensation aligned with the individual and organisational performance

- Offer will match the market and the best which the individual deserves