Client Associates Jobs in India

Analyst support for the advisor/relationship team which will include: Generate portfolio reports of clients on monthly basis Analyze monthly portfolio and give recommendation to clients based on markets and proposed asset allocation Restructuring the portfolio according to changi ...

Portfolio Analyst · At Client Associates, we're a pioneer in family office services. Our team of private bankers has been recognized as one of the best in India. · We're looking for an analyst to support our advisor/relationship team. · Key Responsibilities: · <ol style= ...

Investment Portfolio Strategist · About Client Associates: · Client Associates (CA) is India's first and largest multi-family office firm, founded by senior private bankers. They provide professional private wealth management services in India. · The company has been recognized f ...

Company Description · 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 ...

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 indus ...

Recruitment tasks include sourcing candidates based on business requirements and managing the full recruitment cycle. The role also involves creating weekly/monthly reports on key talent acquisition metrics for management teams. · ...

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 indus ...

Company DescriptionClient 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 i ...

Client Associates is India's first and largest Multi Family Office Firm founded by Senior Private Bankers to provide private wealth management services. · ...

As a part of the Compliance team your role will involve coordinating renewals of certifications and maintaining systematic storage of Regulatory Agreements Administration agreements. · ...

Portfolio Analyst · At Client Associates, we are a team of seasoned professionals dedicated to providing exceptional wealth management services. Our firm has been recognized as the pioneers of family office in India and one of the best teams of private bankers. · About Us: · ...

Roles and Responsibilities · Handle civil litigations related to property matters, including drafting legal documents and representing clients in court. · Provide expert advice on real estate laws and regulations to clients. · Conduct research on various aspects of civil law, inc ...

Analyst support for the advisor/relationship team which will include: Generate portfolio reports of clients on monthly basis Analyze monthly portfolio and give recommendation to clients based on markets and proposed asset allocation Restructuring the portfolio according to changi ...

We are seeking a driven and detail-oriented professional to join our Compliance team and support our growing compliance requirements.The role is ideal for a Finance Graduate with 3-4 years of Analyst/Operations experience who is motivated to develop a career specifically in Compl ...

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 indus ...