Associate Vice President/Senior Associate – Investments
6 hours ago
As an Associate Vice President/Senior Associate at TrustOne Partners, you will be a key contributor to our wealth management division, focusing on developing and nurturing relationships with high-net-worth individuals (HNIs) and affluent clients. You will offer comprehensive financial solutions across mutual funds (MF), portfolio management services (PMS), alternative investment funds (AIF), fixed-income products, bonds, and more. The role requires a blend of advisory expertise, proactive client engagement, and in-depth knowledge of India's regulatory requirements in wealth management.
Key Responsibilities
Client Acquisition & Relationship Building
· Identify, prospect, and onboard new HNI and affluent clients.
· Actively engage with existing clients to understand their financial goals, provide personalized advice, and nurture long-term partnerships.
Investment Advisory & Product Management
· Recommend and manage portfolios across a diverse range of products including MF, PMS, AIF, fixed income instruments, and bonds.
· Monitor market trends, product performance, and economic indicators to optimize portfolio strategies for individual client goals.
Regulatory Compliance & Certifications
· Ensure strict adherence to SEBI guidelines and other statutory regulations.
· Maintain mandatory certifications such as NISM Series V-A (Mutual Fund Distributors) and NISM Series XXI-A (PMS), staying updated with recertification requirements as needed
.
Portfolio Review & Reporting
· Conduct regular portfolio reviews to track client investment performance and risk exposure.
· Provide transparent, data-driven reports and market insights to keep clients informed and engaged.
Team Collaboration
· Coordinate with product specialists, research analysts, and operations teams to deliver holistic financial solutions.
· Collaborate with senior management to refine value propositions and contribute to strategic business growth initiatives.
Required Qualifications & Skills
- Education
: Bachelor's degree (preferably in Finance, Business, or a related field). An MBA, CA,CFA, CFP qualification is a plus. - Certifications
: - NISM Series V-A (Mutual Fund Distributors)
- NISM Series XXI-A (PMS)
- Wealth Management Expertise
: Work experience between 4-15 years. In-depth understanding of MF, PMS, AIF, fixed income, and other investment products. - Relationship-Building
: Proven track record of managing high-value client relationships and achieving sales/asset targets. - Analytical Skills
: Ability to interpret and analyse market research, financial statements, and portfolio data. - Communication & Presentation
: Strong interpersonal and persuasive communication skills, with the ability to simplify complex financial concepts.
Fluency in English, Hindi alongside a regional language is a plus. - Regulatory Awareness
: Familiarity with SEBI regulations, RBI guidelines, and compliance frameworks in wealth management.
What We Offer:
- Competitive Base Salary with
uncapped bonuses
based on your experience and performance. - Hybrid Work Environment that combines remote flexibility with in-office collaboration.
- Professional Growth through continuous training, leadership guidance, and exposure to a broad spectrum of financial products.
Feel free to apply here or send us your CV
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