Account Manager

Position: Analyst Platinum Wealth Management Team

Location:

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:

1. Client Segmentation Focus:

• Work within a specialized unit catering exclusively to ultra-high-net-worth individuals (UHNI) with assets over 50 Cr.
  

2. Aide Memoire Preparation:

• Compile and update monthly portfolio statements for Platinum clients, reflecting all transactions and portfolio changes.
  

3. Analytical Reporting:

• Generate insightful reports to support data-driven investment decisions by clients and relationship managers.
  

4. Audit & Compliance Support:

• Prepare detailed input sheets for auditing off-balance-sheet items and other external assets listed in the GAP sheet.
  

5. Asset Class Understanding:

• Gain foundational knowledge of various asset classes including equity, debt, alternatives, and structured products.
  

6. 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.
  

top-tier wealth management strategies

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