Client Associates Jobs in India

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 Multi Family Office Firm founded by Senior Private Bankers. · We provide professional private wealth management services in India and have received numerous awards for excellence in wealth management. · The Role:<ol style= ...

Job Description · The role involves recruitment, onboarding support, people operations tasks, and perks benefits. · Source candidates based on business requirements · Manage the full recruitment cycle · ...

+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 changing market dynamics. · +Should be full time MBA/PGDM, with special ...

About Client Associates · We are 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. · Clients include some of the most influential families across Asia · Pioneer ...

Job Description · 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 po ...

Portfolio Analyst Job Description · Generate monthly portfolio reports of clients. · Analyze portfolios and give market-based recommendations. · Restructure portfolios according to changing market dynamics. · ...

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 Portfolio Analyst at Client Associates (CA), you will play a crucial role in supporting our advisor/relationship team. · You will generate portfolio reports for clients on a monthly basis. · Analyze monthly portfolios and provide recommendations to clients based on market tr ...

Job Description: · As a Portfolio Analyst at Client Associates (CA), you will support the advisor/relationship team by generating portfolio reports for clients on a monthly basis. · Analyze monthly portfolios to provide recommendations to clients based on market trends and asset ...

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 ...

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 ...

Recruitment · Source and scout candidates based on business requirements · Manage the full recruitment cycle and maintain a pipeline of qualified candidates · Design and implement progressive sourcing strategies using networking, social media, professional associations, and organ ...

About Company · Client Associates (CA) is India's first and largest Multi Family Office Firm founded by Senior Private Bankers. · Today Client Associates is recognized by private clients and industry at large as not only Pioneers of Family Office in India but also Best Team of Pr ...

Portfolio Analyst Job Overview · • Generate monthly portfolio reports for clients. · • Analyze market trends and provide recommendations to clients based on proposed asset allocation. · • Restructure portfolios according to changing market dynamics. · ...

Wealth Operations support for the advisor/relationship team which will include: daily updates to the advisor/relationship team on actionable/open items and tracking/resolving the same transaction execution and fund house coordination record and MIS maintenance opening of client b ...

Portfolio Analyst · This role involves supporting senior advisors in providing high-quality services to clients. · Generate monthly portfolio reports for clients · Analyze market trends and propose asset allocation strategies · ...

About Us · Client Associates (CA) is India's first & largest Multi Family Office Firm, founded by Senior Private Bankers to provide professional platform of Private Wealth Management services. · Analyst support to advisor/relationship team: · <ol start=\ ...

The role of a Portfolio Analyst at Client Associates involves generating portfolio reports for clients on a monthly basis, analyzing market trends and providing recommendations based on asset allocation. · ...

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 ...