Private Wealth Management India
 


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To drive CA's growth in the domain of private wealth management we need likeminded individuals at various levels in TEAM CA as described below:

» Executive Director
» Associate Director
» Vice President
» Associate Vice President
» Associate:
» Analyst

Executive Director:

Currently you should be directly advising 20-30 High Networth Clients with Assets under Management of Rs. 500 cr. You should be a post-graduate from a Premier Business School OR a Chartered Accountant with a minimum of 6 years of experience of which at-least 5 years should be in the Private Banking/Wealth Management Industry.


Associate Director:


Currently you should be directly advising 20-30 High Net worth Clients with Assets under Management of Rs. 400 cr. You should be a post-graduate from a Premier Business School OR a Chartered Accountant with a minimum of 5 of experience of which at-least 4 years should be in the Private Banking/Wealth Management Industry.


Vice President:


Currently you should be directly advising 15-25 High Net worth Clients with Assets under Management of Rs. 300 cr. You should be a post-graduate from a Premier Business School OR a Chartered Accountant with a minimum of 4 of experience of which at-least 3 years should be in the Private Banking/Wealth Management Industry.


Associate Vice President:


Currently you should be directly advising 10-20 High Net worth Clients with Assets under Management of Rs. 200 cr. You should be a post-graduate from a Premier Business School OR a Chartered Accountant with a minimum of 3 years of experience of which at-least 2 years should be in the Private Banking/Wealth Management Industry.


Associate:


Currently you should be directly advising 10-15 High Net worth Clients with Assets under Management of Rs. 100 cr. You should be a post-graduate from a Premier Business School OR a Chartered Accountant with a minimum of 2 years of experience of which at-least 1 year should be in the Private Banking/Wealth Management Industry.


Analyst:


You should be a graduate from a Premier College with specialization in Finance, Economics Or Commerce with not more than 6 months of post qualification experience.

The above positions could be based in various offices of CA. CFPCM Certification would be an added advantage for all career openings. If you feel that you would be a good fit with our values described in the previous section and the opportunities described above then you could email us your profile at likeminded@clientassociates.com with the subject for the position you are applying for along with your most recent passport size photograph.

The compensation package would be the highest in the industry at each level comprising of a fixed salary, yearly bonus and stock-options.

Join the Pioneers in Private Wealth Management and build a rewarding career

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