Vice President / Associate Director – Wealth Management

Founded in 2002, Client Associates (CA) is India’s first and largest Multi-Family Office, committed to helping successful families manage, grow, and transition their wealth across generations. Built on the pillars of integrity, independence, and unwavering client focus, CA partners with UHNI and HNI families through a highly personalized and research-led approach to wealth stewardship.

CA operates out of 11 offices across India, offering wealth creation across market cycles. With 24 years of solid track record, CA serves as a single window office for all solutions around the creation, management, and protection of wealth. CA has pioneered the family office concept in India and holds the widest access to the Indian wealth ecosystem.

Over the last 24 years of its journey, CA has grown to advice more than 1400+ wealthy families in India owning assets worth a few billion USD (~6.1 billion USD currently). Private clients and the industry recognize Client Associates at large as not only the Pioneers of Family Offices in India but also as one of the “Best Team of Private Bankers” in India; even larger than a few private banks in India, consisting of some brilliant minds and valued colleagues.

We are looking for a seasoned, commercially driven and entrepreneurial professional to join our Wealth Management team at the Vice President / Associate Director level.

This is an exciting opportunity for an accomplished professional with 15+ years of experience across Wealth Management, Private Banking, Family Office, Investment Advisory or Business Development, who is passionate about building businesses, developing strong client relationships and driving growth in existing and emerging markets.

As part of our Pan-India growth and expansion strategy, we are looking for professionals who bring strong regional market knowledge, established networks and the ability to identify, originate and convert meaningful business opportunities across key wealth markets in India.

The role offers a high-visibility, entrepreneurial environment with the opportunity to work closely with senior leadership, engage with UHNI families and business leaders, establish a strong regional presence and contribute directly to the firm's long-term growth agenda.

• Business Development & Client Acquisition: Identify, originate and convert new business opportunities, building a strong pipeline of UHNI/HNI clients and driving sustainable business growth.
• Strategic Market Expansion: Identify high-potential markets and opportunities across India, helping establish and strengthen the firm's presence in existing and emerging wealth centres.
• Relationship Building: Develop and nurture long-term relationships with UHNI families, entrepreneurs, business owners, senior professionals, family offices and relevant intermediaries.
• Market Networking: Leverage existing professional and business networks while continuously developing new relationships across the regional wealth and entrepreneurial ecosystem.
• Strategic Growth Initiatives: Work closely with senior leadership to develop and execute market-entry strategies, client acquisition plans and business development initiatives.
• Client Engagement & Conversion: Lead high-value client conversations, understand complex wealth requirements and work towards converting prospects into long-term client relationships.
• Market Intelligence: Monitor regional business developments, competitive dynamics, emerging wealth creation opportunities and client trends to identify new avenues for growth.
• Cross-functional Collaboration: Partner with internal Wealth, Investment and Product teams to develop and present relevant wealth management and family office solutions aligned with client needs.
• Brand & Market Positioning: Represent the firm at industry forums, professional networks, business events and relevant platforms to strengthen its positioning and visibility.
• Building a Regional Franchise: Take ownership of developing a sustainable client franchise and contribute towards establishing the firm's long-term presence and credibility in the market.

• 15+ years of relevant professional experience in Wealth Management, Private Banking, Family Office, Investment Advisory, Financial Services or Business Development.
• MBA in Finance, CFA, CA or an equivalent qualification from a reputed institution will be preferred.
• Demonstrated track record in UHNI/HNI client acquisition, business origination, relationship management and revenue generation.
• Established professional networks and strong market relationships within the relevant city or region will be a significant advantage.
• Experience in building and managing a client portfolio, developing new markets or expanding an existing wealth management franchise will be preferred.
• Strong understanding of financial markets, investment products, asset allocation, wealth structuring and broader family office solutions.
• Ability to independently identify business opportunities, engage with prospective clients and drive relationships through to successful conversion.

Candidate Profile

Who Will Thrive in This Role?

This opportunity is ideally suited for an established Wealth Management or Private Banking professional who has spent years building meaningful relationships, understands the dynamics of the regional wealth ecosystem and is now looking to leverage that experience to build and grow a substantial business franchise.

Someone who combines strong market relationships, commercial acumen, an entrepreneurial mindset and a passion for client acquisition will find this role particularly rewarding.

Location

Pan India – We are open to evaluating strong professionals across existing and emerging wealth markets as we continue to expand our geographical presence and strengthen our client franchise across India.