Account Manager
2 days ago
Position: Analyst Platinum Wealth Management Team
Location: Jodhpur
Department: Wealth Management
Experience: 0–1 years (Preferably CA-Fresher from Jodhpur)
Role Overview:
Join a high-performing, exclusive team that manages and supports clients with a net worth exceeding 50 Cr. This role offers a unique opportunity to work closely with senior stakeholders and top-tier clients, developing a deep understanding of wealth management practices, financial analysis, and asset structuring.
Key Responsibilities:
Client Segmentation Focus:
Work within a specialized unit catering exclusively to ultra-high-net-worth individuals (UHNI) with assets over 50 Cr.
Aide Memoire Preparation:
Compile and update monthly portfolio statements for Platinum clients, reflecting all transactions and portfolio changes.
Analytical Reporting:
Generate insightful reports to support data-driven investment decisions by clients and relationship managers.
Audit & Compliance Support:
Prepare detailed input sheets for auditing off-balance-sheet items and other external assets listed in the GAP sheet.
Asset Class Understanding:
Gain foundational knowledge of various asset classes including equity, debt, alternatives, and structured products.
Investment Vehicle Analysis:
Understand and analyze financial instruments and vehicles used to participate in different asset classes.
Career Progression Opportunities:
After 1.5–2 years in the Platinum team, successful candidates can explore one of the following career paths:
Platinum Account Manager (AM):
Manage 8–12 UHNI clients over 2–2.5 years, with a clear path to becoming a full-time Relationship Manager (RM).
Product or Research Specialist:
Transition into a role within the product or research teams, supporting the sales or investment strategy side.
As part of the Platinum team, you'll gain exposure to top-tier wealth management strategies and best practices that position you for long-term success in the financial services industry.
Ideal Candidate Profile:
- Strong analytical and financial acumen
- Basic understanding of wealth management and investment concepts
- Excellent Excel and reporting skills
- Attention to detail and discretion in handling sensitive client data
- Eagerness to grow in a client-facing or product-oriented role
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