JD : Client Associates (Associate/AVP - Wealth) Experience level : 5-8 years of relevant industry experience Location : Kolkata Education : MBA from a premier business school /MBA-Finance, CA, CFA preferred, MBA Finance 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, &amp; 2008 3. Winner of Citywealth 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 &amp; 2009 Key Responsibilities : - Build internal &amp; external partnerships to grow the practice - Acquire new relationships and build networks across the wealth ecosystem - Conceptualize and execute initiatives required to grow the practice - Asset allocation analysis &amp; Financial Planning - Advising clients on suitable investment ideas Desired Candidate Profile : Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience - 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 &amp; 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.

Kolkata

Client Associates - Associate/AVP - Wealth Management 

Client Associates - Associate/AVP - Wealth Management  ,Job Description for Client Associates - Associate/AVP - Wealth Management  in Pioneer Client Associates in  Kolkata for (5-8) years of experience. Apply Now!

Job Description for Client Associates - Associate/AVP - Wealth Management  in Pioneer Client Associates in  Kolkata for (5-8) years of experience. Apply Now!