An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a.Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b.Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR. c.Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and actionable to get the portfolio aligned to the strategic portfolio 2) Identifying opportunities within the client existing portfolio based on product team recommendations across a.MFs , b.Structured Product, c.Change in the house view on various asset classes d.Alternatives 3) Support the RM in business development a.Help acquire a database of prospective clients b.Maintain the database of referrals 4) Documentation – a. Filling up and executing MF transactions of clients, including non-financial transactions (like change of bank mandate) b. Filling up and executing SPs transaction of the clients. c. Opening broking / DP account 5) Attending to client queries Career Progression for AM • For the right AM the firm will provide them the opportunity to become RMs. • Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), it’s imperative that the AMs have the required advisory skills and product and market knowledge. • Also given that all our clients are very wealthy and are between 45-60 yrs. it’s also imperative that the advisor has sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence to become his wealth manager. • Based on past experience, the AMs will need about 3 years of work experience before becoming RMs

We are hiring a qualified lawyer in our Estate Planning team in Bengaluru. Job Description: Advising and consulting with clients through active participation in meetings on Estate Planning and Private family trusts Drafting legal documents relating to Estate Planning and Private Family Trusts viz. Trust Deeds, WILLs, ancillary documents like Gift Deeds, Affidavits, Board Resolutions, etc. Research on Indian case laws, case studies related to Estate Planning / Trusts Co-ordination with Relationship Managers / Private Bankers for Trust Structures, Trust/Will documentation Creation/modification of Estate Planning related content viz. FAQs, Case Studies, Articles, Presentations Pre-requisites OR skills to be acquired: Understanding of various laws & regulations viz. Indian Trusts Act, Indian Succession Act, Personal laws relating to Succession (Hindu Succession Act, Muslim Law, etc.), Transfer of Property Act Understanding Tax implications pertaining to Trusts in India (Taxation of Trusts, Stamp Duty, Gift Tax, Capital Gains Tax, etc.) - Basic Understanding of Excel for creating and maintaining MIS Qualification: Qualification required LLB (3 years or 5 years) - Fresh LLB graduate. 1 to 3 years of experience.

Job Description - Account Manager An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR. c. Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and actionable to get the portfolio aligned to the strategic portfolio 2) Identifying opportunities within the client existing portfolio based on product team recommendations across a. MFs , b. Structured Product, c. Change in the house view on various asset classes d. Alternatives 3) Support the RM in business development a. Help acquire a database of prospective clients b. Maintain the database of referrals 4) Documentation a. Filling up and executing MF transactions of clients, including non-financial transactions (like change of bank mandate) b. Filling up and executing SPs transaction of the clients. c. Opening broking / DP account 5) Attending to client queries Career Progression for AM • For the right AM the firm will provide them the opportunity to become RMs. • Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), its imperative that the AMs have the required advisory skills and product and market knowledge. • Also given that all our clients are very wealthy and are between 45-60 yrs. it’s also imperative that the advisor has sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence to become his wealth manager. • Based on past experience, the AMs will need about 3 years of work experience before becoming RMs

Job Description - Account Manager An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR. c. Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and actionable to get the portfolio aligned to the strategic portfolio 2) Identifying opportunities within the client existing portfolio based on product team recommendations across a. MFs , b. Structured Product, c. Change in the house view on various asset classes d. Alternatives 3) Support the RM in business development a. Help acquire a database of prospective clients b. Maintain the database of referrals 4) Documentation a. Filling up and executing MF transactions of clients, including non-financial transactions (like change of bank mandate) b. Filling up and executing SPs transaction of the clients. c. Opening broking / DP account 5) Attending to client queries Career Progression for AM • For the right AM the firm will provide them the opportunity to become RMs. • Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), its imperative that the AMs have the required advisory skills and product and market knowledge. • Also given that all our clients are very wealthy and are between 45-60 yrs. it’s also imperative that the advisor has sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence to become his wealth manager. • Based on past experience, the AMs will need about 3 years of work experience before becoming RMs