Associate Partner

Company Description

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Role Description

This is a full-time on-site role for an Associate Partner located in the Mumbai Metropolitan Region. The Associate Partner will be responsible for building and maintaining client relationships, managing portfolios, identifying new business opportunities, and providing financial advisory services. The role also involves analyzing market trends, developing investment strategies, and ensuring regulatory compliance.

Qualifications

• Strong client relationship management and portfolio management skills
• Experience in financial advisory services and investment strategy development
• Ability to analyze market trends and identify new business opportunities
• Excellent communication, negotiation, and interpersonal skills
• Knowledge of regulatory requirements and compliance in the financial sector
• Ability to work effectively in a dynamic team environment
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Professional certifications such as CFP, CFA, or similar are a plus