Senior Investment Banker
1 day ago
Senior Investment Banker Role
About Client Associates (CA):
Client Associates (CA) is
India's first and largest Multi-Family Office
, founded over 22 years ago by first-generation private bankers. The firm advises
HNI and UHNI families, business owners, and entrepreneurs
on preserving and growing their wealth through
curated investment opportunities
across asset classes. With a consistent track record of
outperforming industry benchmarks
, CA has earned a reputation for its
client-first approach, innovation, and long-term wealth stewardship
.
Location:
Gurgaon
Role Overview:
We are looking for a seasoned
investment banking professional with a strong sales orientation
to lead client engagements, manage advisory teams, and drive deal closures. The ideal candidate will bring deep experience in
fundraising, strategic advisory, or equity sales in broking
, along with proven client management capabilities and a
full-on sales attitude
to originate and close high-quality transactions.
Key Responsibilities:
- Lead
deal origination and execution
across capital raising, mergers & acquisitions, and strategic advisory mandates. - Manage and nurture relationships with
promoters, business owners, and institutional clients
. - Supervise and guide a team of advisors and analysts in research, financial modelling, and transaction documentation.
- Work closely with external advisors (legal, tax, diligence) to ensure smooth execution.
- Drive
end-to-end deal closure
, from origination to execution.
Desired Candidate Profile:
- 7–10 years of relevant experience in investment banking or transaction advisory.
- Strong record of
client relationship management and successful deal closures
. - Excellent leadership, negotiation, and communication skills.
- Entrepreneurial mindset with the ability to take ownership and deliver results.
Why Join Client Associates?
- Work with
India's pioneering and largest Multi-Family Office platform
. - Collaborate with
industry veterans and visionary leaders
. - Experience a clear
career progression
from analytical to client-facing roles. - Be part of a
dynamic, merit-driven culture
with exposure to marquee deals and clients.
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