Senior Associate – Wealth Team

Experience: 3–6 YearsLocation: Mumbai (Andheri West)Reports To: FounderCTC Range - ₹15 Lac to ₹24 Lac p.a. About UsJericho Ventures Private Ltd. is a boutique financial services firm headquartered in Mumbai. Founded in 2016 by Mr. Abhishek Sipani, Jericho oversees ₹450+ crore in AUM across 130 client families and is dedicated to aligning clients’ investment decisions with their financial aspirations. At Jericho, we understand the complex financial landscape and the challenges it presents to CXOs and business leaders seeking to optimize their financial health. We assist our clients in navigating these challenges, offering them a strategic advantage in achieving their goals.Role OverviewWe are looking for a high-calibre Senior Associate to support and elevate our existing business. This role directly partners with the Founder to manage client portfolios, deliver high-quality research, drive execution, and ensure an exceptional experience for our primarily C-suite and HNI clientele.The ideal candidate is analytical, structured, disciplined, and demonstrates high ownership with extreme attention to detail.Key Responsibilities1. Client Portfolios & Relationship Management- Work closely with the Founder to manage client relationships and provide ongoing portfolio support.- Conduct timely portfolio reviews, track evolving client needs, and execute portfolio adjustments.- Oversee the delivery of periodic portfolio reports and ensure accuracy, clarity, and timeliness.- Maintain the highest standards of communication, professionalism, and discretion while dealing with senior-level clientele.- Guide and supervise Associates to ensure client deliverables, reports, and research work are completed to high standards.2. Investment Research & Insights- Liaise with the Research Team to curate and deliver relevant research inputs for clients.- Conduct due-diligence on investment products, including Mutual Funds, PMS, AIFs, and thematic strategies.- Track global and domestic market developments- including macro indicators, commodities, rates, and inflation - and translate insights into actionable client communication.3. Execution & Operational Coordination- Work with clients, the Service Manager, and the Operations Team to execute transactions seamlessly.- Ensure all operational processes are accurate, compliant, and aligned with client timelines.4. Technology, Digital & Automation- Demonstrate strong Excel proficiency and ability to work at high speed under accuracy-sensitive workflows. (Must-have)- Possess a natural inclination toward systems improvement, automation, and process optimisation. (Preferred)- Leverage AI tools and modern digital platforms to improve efficiency, research, and reporting workflows. (Preferred)Essential Skills & Qualities- High ownership and ability to operate independently with minimal supervision.- Extreme attention to detail in communication, reporting, and execution.- Managerial capability to guide junior team members and ensure deliverables are met.- Relationship management skills, especially with senior corporate stakeholders.- Strong analytical thinking, ability to interpret data and articulate insights clearly.- High digital quotient - comfort with Excel, dashboards, automation tools, and new technology.- Investment product knowledge (Mutual Funds, PMS, AIFs) is a strong advantage.Qualifications- Bachelor's degree + CFA/Equivalent Qualification or CA or Master’s degree strongly preferred. - Prior experience in wealth management, investment advisory, private banking (3–6 years).What Success Looks Like in This Role- High quality communication & service with Clients leading to Positive Investor experience as well as Increase in Referrals.- Research insights that meaningfully support client decision-making.- Smooth execution of all transactions with zero operational errors.- Improved internal workflows through automation and technology adoption.- Associates working under you are productive, aligned, and well-directed.