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  • Associate Vice President/Senior Associate – Investments - Delhi, Delhi - TrustOne Partners

    TrustOne Partners
    TrustOne Partners Delhi, Delhi

    2 months ago

    Description

    As an Associate Vice President/Senior Associate at TrustOne Partners, you will be a key contributor to our wealth management division, focusing on developing and nurturing relationships with high-net-worth individuals (HNIs) and affluent clients. You will offer comprehensive financial solutions across mutual funds (MF), portfolio management services (PMS), alternative investment funds (AIF), fixed-income products, bonds, and more. The role requires a blend of advisory expertise, proactive client engagement, and in-depth knowledge of India's regulatory requirements in wealth management.

    Key Responsibilities

    Client Acquisition & Relationship Building

    ·  Identify, prospect, and onboard new HNI and affluent clients.

    · Actively engage with existing clients to understand their financial goals, provide personalized advice, and nurture long-term partnerships.

    Investment Advisory & Product Management

    · Recommend and manage portfolios across a diverse range of products including MF, PMS, AIF, fixed income instruments, and bonds.

    · Monitor market trends, product performance, and economic indicators to optimize portfolio strategies for individual client goals.

    Regulatory Compliance & Certifications

    ·  Ensure strict adherence to SEBI guidelines and other statutory regulations.

    · Maintain mandatory certifications such as NISM Series V-A (Mutual Fund Distributors) and NISM Series XXI-A (PMS), staying updated with recertification requirements as needed
    .

    Portfolio Review & Reporting

    · Conduct regular portfolio reviews to track client investment performance and risk exposure.

    · Provide transparent, data-driven reports and market insights to keep clients informed and engaged.

    Team Collaboration

    · Coordinate with product specialists, research analysts, and operations teams to deliver holistic financial solutions.

    · Collaborate with senior management to refine value propositions and contribute to strategic business growth initiatives.

    Required Qualifications & Skills

    • Education
      : Bachelor's degree (preferably in Finance, Business, or a related field). An MBA, CA,CFA, CFP qualification is a plus.
    • Certifications
      :
    • NISM Series V-A (Mutual Fund Distributors)
    • NISM Series XXI-A (PMS)
    • Wealth Management Expertise
      : Work experience between 4-15 years. In-depth understanding of MF, PMS, AIF, fixed income, and other investment products.
    • Relationship-Building
      : Proven track record of managing high-value client relationships and achieving sales/asset targets.
    • Analytical Skills
      : Ability to interpret and analyse market research, financial statements, and portfolio data.
    • Communication & Presentation
      : Strong interpersonal and persuasive communication skills, with the ability to simplify complex financial concepts. 
      Fluency in English, Hindi alongside a regional language is a plus.
    • Regulatory Awareness
      : Familiarity with SEBI regulations, RBI guidelines, and compliance frameworks in wealth management.

    What We Offer:

    • Competitive Base Salary with 
      uncapped bonuses
       
      based on your experience and performance.
    • Hybrid Work Environment that combines remote flexibility with in-office collaboration.
    • Professional Growth through continuous training, leadership guidance, and exposure to a broad spectrum of financial products.

    Feel free to apply here or send us your CV


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