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
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 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 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. its 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
This is a hands-on support role aligned to Platinum Account Managers (AMs). The apprentice serves as the operational backbone of Platinums ultra-HNI client servicing engineensuring smooth documentation, reporting, data hygiene, and internal coordination across functions like Product, Operations, Compliance. This role is ideal for those looking to understand the real operations of wealth management and eventually grow into full-fledged AMs or product specialists. Key Responsibilities: 1.Client Documentation Ensure accurate collection, verification, and submission of client documents. Coordinate with operations, AMs, RMs to ensure seamless day to day execution. 2.Transaction Execution Support Ensure transactions are processed without delay. Prepare deal notes, monitor signature flows, and follow-up for pending documentation. 3.Data Hygiene & Reporting Maintain up-to-date data across CRM and portfolio. Identify and reconcile any breaks in portfolio reporting, holdings, or client deliverables. Assist AMs with preparation of monthly MIS and other reports. 4.Service Request Fulfilment Address client or RM/AM requests (statements, tax docs, nominee changes). Track open service items, ensure timely closure, and escalate when needed. Skills & Requirements: • Excellent MS Excel and Google Sheets skills. • Detail-oriented with strong written and spoken communication. • Discipline in following processes and handling confidential data with integrity.
Position: Analyst Platinum Wealth Management Team Location: Jodhpur Department: Wealth Management Experience: 0–1 years (Preferably CA-Fresher from Jodhpur) 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: Client Segmentation Focus: Work within a specialized unit catering exclusively to ultra-high-net-worth individuals (UHNI) with assets over 50 Cr. Aide Memoire Preparation: Compile and update monthly portfolio statements for Platinum clients, reflecting all transactions and portfolio changes. Analytical Reporting: Generate insightful reports to support data-driven investment decisions by clients and relationship managers. Audit & Compliance Support: Prepare detailed input sheets for auditing off-balance-sheet items and other external assets listed in the GAP sheet. Asset Class Understanding: Gain foundational knowledge of various asset classes including equity, debt, alternatives, and structured products. 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. As part of the Platinum team, you'll gain exposure to top-tier wealth management strategies and best practices that position you for long-term success in the financial services industry. 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