Associate Vice President/Senior Associate – Investments

16 hours ago


Delhi, Delhi, India TrustOne Partners Full time ₹ 15,00,000 - ₹ 25,00,000 per year

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



  • Delhi, Delhi, India Arete Securities Limited Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job Description – Associate (Debt Capital Markets & Government Advisory)Position: Assistant Vice President/Associate Vice President Location: Delhi NCRReporting To: Director – Debt Capital MarketsRole OverviewWe are seeking a dynamic and motivated Associate to join our Debt Capital Markets & Government Advisory team. The candidate is expected to play a...


  • Delhi, Delhi, India Discoveries Quintessential Full time

    AVP - Investment Banking (M&A, Fundraising, Corporate Finance).Location: NCR/Delhi.Experience: 8-10 years.Are you an experienced investment banking professional with a strong track record in M&A, fundraising, and corporate finance? We are looking for a dynamic Associate Vice President (AVP) Investment Banking to join our team and play a key role in deal...


  • Delhi, Delhi, India Krishna Webtel Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionKrishna Webtel is a company headquartered in Pankaj Plaza, Sector 10, South West Delhi, New Delhi, Delhi, India. We are committed to providing innovative solutions for our clients. Our team focuses on leveraging advanced technology to deliver excellence and drive growth for businesses. As a dynamic and forward-thinking organization, we...


  • Delhi, Delhi, India SIS PROSEGUR Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionSIS-Prosegur is India's fastest growing Cash Logistics and Management Company. With nine dedicated business lines, we provide cash logistics and management solutions to both Financial and Non-Financial Institutions. Our services are tailored to meet the diverse needs of our clients, ensuring the highest level of security and efficiency. We...

  • Vice President

    5 days ago


    Delhi, Delhi, India UXL Consultants Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Group Head HR, Handling overall functions with all branches, Statutory compliances, Policies formulation & implementation, training & development, IR & grievance handling, Performance Management, liaison with Govt deptt. Organizational Development Required Candidate profileVice President HR, Handling overall functions with all branches, Statutory...


  • Delhi, Delhi, India Kroll Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just answers—in all areas of business. We embrace diverse backgrounds and global perspectives, and we cultivate diversity...

  • Vice President

    4 weeks ago


    Delhi, Delhi, India Tip Sons Full time

    About the Role:The Vice President - Fixed Income will be responsible for managing relationships with high-net-worth individuals (HNWIs), family offices, and corporate treasuries, providing fixed income investment solutions. The role involves business development, client relationship management, and collaborating with internal teams to offer customized fixed...


  • Delhi, Delhi, India Kroll Inc. Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just answers—in all areas of business. We embrace diverse backgrounds and global perspectives, and we cultivate...


  • Delhi, Delhi, India Kroll Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just answers—in all areas of business. We embrace diverse backgrounds and global perspectives, and we cultivate...


  • Delhi, Delhi, India MNR Solutions Pvt. Ltd. Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionMNR Solutions Pvt. Ltd is a premier staffing solution company dedicated to delivering suitable profiles with minimal turnaround time and high quality. Hiring for Manufacturing Company.Role DescriptionThis is a full-time, on-site role for a Vice President of Finance located in Delhi. The Vice President of Finance will oversee financial...