Client Partner
2 days ago
Company DescriptionAt Stellar (https://stellarcapital.ai/), we're building AI-powered wealth management for modern Indians.Powered by advanced AI and institutional-grade quantitative research, Stellar Capital Management helps modern Indians achieve their financial goals. The company focuses on true risk diversification that complements a holistic financial picture. Clients experience hyper-personalized investment management with unmatched transparency and convenience.Compensation Highlights- Top-of-market cash compensation - Free access to Stellar's employee-only investment fundRole DescriptionWe are recruiting a versatile Client Partner & Company Secretary to champion Stellar's offerings and nurture our relationships:Business Development- Grow Stellar’s client partnerships and nurture relationships with HNI/UHNI investors and family offices - Own the end-to-end client journey: sale, onboarding, portfolio discussions, and relationship building - Communicate investment strategies clearly, especially our hyper-personalization, goal-focused, and quant & AI-driven approach (you will explain credibly and loop in internal experts when required) - Collect and structure actionable client feedback, processing client signals to work cross-functionally with product and quant teams to influence product direction - Leverage modern tools, such as AI agents and CRM softwareGovernance & Legal- Undertake the responsibilities of our designated Company Secretary - Coordinate closely with external CS, CA, legal advisors, and internal stakeholders to uphold impeccable corporate governancePreferred Background- Education: Qualifications in CS (eligible to be the designated CS is mandatory) - Experience: 3+ years in wealth management or PMS/AIF advisory - Strong Network: Demonstrated success managing HNI/UHNI relationships, especially younger or tech-savvy clients - Mindset: AI-native productivity, end-to-end ownership, and bias toward action - Bonus: Zero-to-one experience of growing such companies from an early stage - Or something untraditional that trumps all of the aboveStellar CultureFulfilment through the best work of our livesPursuit of ExcellenceWe are not a family; we are a high-performance sports team- and our sport is solving users' problemsTalent DensityWe prefer to hire one AI-augmented superhuman over five average players- that's why we offer top-of-market compensation and free access to the employee-only fundRelentless InnovationDare to solve daunting problems with first principles thinking, multidisciplinary ingenuity, resourcefulness, and gritThe Fast and The CuriousThe speed of execution and improvement matters more than perfectionRadical CandorBeing kind is more important than being nice- say what people need to hear, not what you think they want to hear, and actively seek feedbackTruth Alone TriumphsChange your mind when the facts change, and don't fool yourself with vanity metrics (Delulu is not the solulu)Pride in CraftsmanshipWhat we build ends up building us- this is more than "just work"Fewer Rules RuleThrive in freedom by being self-motivated, taking ownership, and always acting in Stellar's best interestsContactShare your resume directly with us at join@stellarcapital.ai.
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