About us: Client Associates (CA) is India’s first and largest “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the “Best Team of Private Bankers” in India. Over the last decade, CA has been awarded as the best Wealth Management firm across categories: 1. Winner “Best Multi Family Office” In India at the AIWMI, India Wealth Awards 2018 2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008 3. Winner of Citywealth Asian Family Office of the Year,2011 4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally – 2011 &2009 Job Description: Analyst support for the advisor/relationship team which will include: • Generate portfolio reports of clients on monthly basis • Analyze monthly portfolio and give recommendation to clients based on markets and proposed asset allocation • Strong understanding around Mutual funds, AIF & PMS • Restructuring the portfolio according to changing market dynamics • Coordinate with operations team on daily basis to execute transactions as per action plan • Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same. Candidate Profile: Should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com/ Eco Hons. Should have considerable skills in office tools like Excel, PowerPoint, etc. Should have Excellent Analytical, Problem Solving and Communication Skills and be a team player Should be a self-starter; focused and driven to succeed; result orientated. Organized and disciplined with ability to manage expectations Should have the DNA for client centricity and quality Note - Freshers are requested not to apply. We are looking for candidates with 2-5 years of relevant work experience only.
We're not just hiring. We're inviting you to build the future of Private Wealth in India. Client Associates pioneered the Multi-Family Office concept in India in 2002 — and for over two decades, we've remained true to our founding vision: Best Team. Best Clients. Best Practices. We're looking to scale up our Business Development – Private Wealth function in Mumbai. This opportunity isn’t just a job — it’s a platform to create real, lasting impact. If you believe wealth management is about relationships over transactions, long-term trust over short-term wins, and the client’s balance sheet before anything else — this may be your calling. This isn’t a culture of chasing. It’s a culture of building — with clear intent, deep thinking, and a relentless pursuit of excellence. Let’s talk if you're ready to be part of the next chapter of private wealth in India. Wealth Management Industry experience of at least 7-8 years required.
About us: Client Associates (CA) is India’s first and largest “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the “Best Team of Private Bankers” in India. Over the last decade, CA has been awarded as the best Wealth Management firm across categories: 1. Winner “Best Multi Family Office” In India at the AIWMI, India Wealth Awards 2018 2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008 3. Winner of Citywealth Asian Family Office of the Year,2011 4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally – 2011 &2009 Job Description: Analyst support for the advisor/relationship team which will include: • Generate portfolio reports of clients on monthly basis • Analyze monthly portfolio and give recommendation to clients based on markets and proposed asset allocation • Strong understanding around Mutual funds, AIF & PMS • Restructuring the portfolio according to changing market dynamics • Coordinate with operations team on daily basis to execute transactions as per action plan • Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same. Candidate Profile: Prior experience of 1-5 years in similar space Should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com/ Eco Hons. Should have considerable skills in office tools like Excel, PowerPoint, etc. Should have Excellent Analytical, Problem Solving and Communication Skills and be a team player Should be a self-starter; focused and driven to succeed; result orientated. Organized and disciplined with ability to manage expectations Should have the DNA for client centricity and quality Note: Freshers who have good knowledge & relevant certifications in Wealth management can be considered for a full-time internship which can be converted to a full time analyst position basis performance.
We are seeking a driven and detail-oriented professional to join our Compliance team and support our growing compliance requirements. The role is ideal for a young Company Secretary (CS) with 2-3 years of relevant experience or, alternatively, a Finance Graduate with 3-4 years of Analyst/Operations experience who is motivated to develop a career specifically in Compliance (not in Advisory or Revenue roles). Key Management Coordinate and assist with renewals of various certifications relevant to the Compliance and Finance teams Follow up with advisors regarding expired certifications, ensuring timely renewal and compliance with regulatory requirements Maintain updated records of all certifications and communicate updates to relevant stakeholders Regulatory Agreements Administration (RIA) Maintain systematic storage of RIA agreements and ensure an up-to-date list of all agreements is accessible and accurate Review and reconcile RIA agreement fee schedules in coordination with the CAP team Ensure that all emails and communications to RIA clients are exclusively handled by the RIA Desk Participate in the activities of the RIA Desk and coordinate with team members Assist with RIA regulatory reporting to SEBI, including the preparation for annual audits SEBI Compliance and Reporting Support the preparation and consolidation of PMS (Portfolio Management Services) SEBI reporting, including all required annual declarations and information filings with SEBI Coordinate and track renewals for RIA / PMS / AMFI / APRN, including updates related to personnel changes and validity tracking Monitor and update the team on any regulatory changes, ensuring timely adaptation and compliance with new requirements Company Secretarial Support (CS) Assist with company secretarial matters, including the preparation and maintenance of Board meeting minutes and related documentation Support the Compliance team in organizing and documenting board and committee meetings General Compliance Support Collaborate with various internal stakeholders to ensure ongoing compliance with all regulatory frameworks, including SEBI, RIA, and other applicable guidelines Participate in internal audits, compliance checks, and reviews as required Assist in drafting, reviewing, and implementing compliance policies and procedures Handle ad-hoc compliance-related projects and tasks as assigned by senior management Candidate Profile - Preferred Qualifications Company Secretary (CS) qualification with 2-3 years of post-qualification experience, preferably in a compliance function. OR Graduate degree in Finance (minimum requirement), with 3-4 years of relevant experience in an Analyst or Operations role and a strong desire to build a career in Compliance. Experience or exposure to SEBI, RIA, PMS, and related regulatory compliance processes is highly desirable. Familiarity with the regulatory environment for financial services, investment advisory, and asset management organizations. Strong organizational skills and an ability to manage multiple priorities efficiently. (ref:iimjobs.com)
Company Description Client Associates (CA) was founded as India’s first Multi Family Office firm over 23 years ago by first-generation private bankers. The firm has grown organically to become the largest multi-family office in India, serving numerous HNI/UHNI families and managing significant assets. CA offers exclusive access to top investment opportunities across asset classes, focusing on wealth protection and growth for clients. The firm is known for its innovative investment strategies that help clients navigate market volatility. Our clientele includes high-profile corporate leaders, professionals, entrepreneurs, business owners, and private institutions. Role Description This is a full-time on-site role for a Company Secretary located in Gurugram. The Company Secretary will be responsible for ensuring compliance with statutory and regulatory requirements, maintaining company records, and advising the board of directors on governance matters. Daily tasks include organizing board meetings, preparing minutes, filing annual returns, and liaising with regulatory bodies. The role also involves providing administrative support and ensuring effective internal communication. Qualifications Knowledge of statutory and regulatory requirements, including company law and corporate governance Experience in maintaining company records and managing compliance Skills in organizing board meetings, preparing minutes, and filing annual returns Excellent administrative and organizational skills Strong written and verbal communication skills Ability to work independently and manage multiple tasks efficiently Professional qualification - CS (Company Secretary) certification is required Experience in the financial services industry is a plus
Company Description Client Associates (CA) is India’s first and largest “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the “Best Team of Private Bankers” in India. Over the last decade, CA has been awarded as the best Wealth Management firm across categories: 1. Winner “Best Multi Family Office” In India at the AIWMI, India Wealth Awards 2018 2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008 3. Winner of Citywealth Asian Family Office of the Year,2011 Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally – 2011 &2009 Job Description Service support for the advisor/relationship team which will include: · Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same · Transaction execution and fund house coordination · Record and MIS maintenance · Opening of client bank and demat accounts · All administrative tasks related to the client’s overall wealth including held away investments/shares/ bonds/ real estate/ etc. · Coordination and follow up with service providers and clients Helping the associates of clients like chartered accountants, auditors, finance team, lawyers, etc. for their requirements related to the client’s overall wealth. Candidate Profile Prior work experience of wealth operations in Mutual funds, AIF, PMS (Min. 1 year) Candidate should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com – Eco Honors He/She should have considerable skills in office tools like Excel, PowerPoint, etc. He/She should have Excellent Analytical, Problem Solving and Communication Skills and be a team player He/She should be a self-starter; focused and driven to succeed; result orientated. Organized and disciplined with ability to manage expectations Should have the DNA for client centricity and quality
We are seeking a driven and detail-oriented professional to join our Compliance team and support our growing finance & compliance requirements. The role is ideal for someone with 1-3 years of relevant experience in Finance who is motivated to develop a career specifically in Compliance (not in Advisory or Revenue roles). Key Responsibilities: Certifications Management - Coordinate and assist with renewals of various certifications relevant to the Compliance and Finance teams - Follow up with advisors regarding expired certifications, ensuring timely renewal and compliance with regulatory requirements - Maintain updated records of all certifications and communicate updates to relevant stakeholders Regulatory Agreements Administration (RIA) - Maintain systematic storage of RIA agreements and ensure an up-to-date list of all agreements is accessible and accurate - Review and reconcile RIA agreement fee schedules in coordination with the CAP team - Ensure that all emails and communications to RIA clients are exclusively handled by the RIA Desk - Participate in the activities of the RIA Desk and coordinate with team members - Assist with RIA regulatory reporting to SEBI, including the preparation for annual audits SEBI Compliance and Reporting - Support the preparation and consolidation of PMS (Portfolio Management Services) SEBI reporting, including all required annual declarations and information filings with SEBI - Coordinate and track renewals for RIA / PMS / AMFI / APRN, including updates related to personnel changes and validity tracking - Monitor and update the team on any regulatory changes, ensuring timely adaptation and compliance with new requirements Company Secretarial Support (CS) - Assist with company secretarial matters, including the preparation and maintenance of Board meeting minutes and related documentation - Support the Compliance team in organizing and documenting board and committee meetings General Compliance Support - Collaborate with various internal stakeholders to ensure ongoing compliance with all regulatory frameworks, including SEBI, RIA, and other applicable guidelines - Participate in internal audits, compliance checks, and reviews as required - Assist in drafting, reviewing, and implementing compliance policies and procedures - Handle ad-hoc compliance-related projects and tasks as assigned by senior management Candidate Profile - Preferred Qualifications: - Graduate degree in Finance (minimum requirement), with 2-4 years of relevant experience in an Analyst or Operations role and a strong desire to build a career in Compliance. - Experience or exposure to SEBI, RIA, PMS, and related regulatory compliance processes is highly desirable. - Familiarity with the regulatory environment for financial services, investment advisory, and asset management organizations. - Strong organizational skills and an ability to manage multiple priorities efficiently.
Client Associates (CA) is India's first and largest Multi Family Office Firm founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the Best Team of Private Bankers in India. Over the last decade, CA has been awarded as the best Wealth Management firm across categories: 1. Winner Best Multi Family Office In India at the AIWMI, IndiaWealth Awards 2018 2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008 3. Winner of Citywealth Asian Family Office of theYear,2011 4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally 2011 &2009 Key Responsibilities: HR Operations: - Maintain and update employee records, personal files, and HR databases. - Coordinate onboarding formalities including documentation, induction, and system setup. - Support insurance renewals, PF registration, gratuity management, and other statutory requirements. - Assist in executing HR policies, procedures, and compliance processes. - Support employee engagement initiatives and internal communications. - Handle coordination for office administration, including vendor management, office maintenance, and procurement of supplies. - Maintain attendance records, access cards, and ensure smooth day-to-day office operations. Junior Level Hiring: - Manage end-to-end recruitment for entry and junior-level positions - sourcing, screening, coordination, and onboarding. - Liaise with hiring managers to understand requirements and ensure timely closures. - Maintain candidate pipelines and recruitment trackers for effective reporting. Desired Skills & Qualifications: - Graduate or Postgraduate in HR or a related field. - 2 to 4 years of experience in HR operations, or a generalist role. - Strong understanding of HR processes, statutory compliance, and documentation. - Excellent coordination, communication, and organizational skills. - Proficiency in MS Office and HR systems/tools. - Ability to multitask and work independently in a dynamic environment.
We are seeking a driven and detail-oriented professional to join our Compliance team and support our growing finance & compliance requirements. The role is ideal for someone with 1-3 years of relevant experience in Finance who is motivated to develop a career specifically in Compliance (not in Advisory or Revenue roles). Key Responsibilities: Certifications Management - Coordinate and assist with renewals of various certifications relevant to the Compliance and Finance teams - Follow up with advisors regarding expired certifications, ensuring timely renewal and compliance with regulatory requirements - Maintain updated records of all certifications and communicate updates to relevant stakeholders Regulatory Agreements Administration (RIA) - Maintain systematic storage of RIA agreements and ensure an up-to-date list of all agreements is accessible and accurate - Review and reconcile RIA agreement fee schedules in coordination with the CAP team - Ensure that all emails and communications to RIA clients are exclusively handled by the RIA Desk - Participate in the activities of the RIA Desk and coordinate with team members - Assist with RIA regulatory reporting to SEBI, including the preparation for annual audits SEBI Compliance and Reporting - Support the preparation and consolidation of PMS (Portfolio Management Services) SEBI reporting, including all required annual declarations and information filings with SEBI - Coordinate and track renewals for RIA / PMS / AMFI / APRN, including updates related to personnel changes and validity tracking - Monitor and update the team on any regulatory changes, ensuring timely adaptation and compliance with new requirements Company Secretarial Support (CS) - Assist with company secretarial matters, including the preparation and maintenance of Board meeting minutes and related documentation - Support the Compliance team in organizing and documenting board and committee meetings General Compliance Support - Collaborate with various internal stakeholders to ensure ongoing compliance with all regulatory frameworks, including SEBI, RIA, and other applicable guidelines - Participate in internal audits, compliance checks, and reviews as required - Assist in drafting, reviewing, and implementing compliance policies and procedures - Handle ad-hoc compliance-related projects and tasks as assigned by senior management Candidate Profile - Preferred Qualifications: - Graduate degree in Finance (minimum requirement), with 2-4 years of relevant experience in an Analyst or Operations role and a strong desire to build a career in Compliance. - Experience or exposure to SEBI, RIA, PMS, and related regulatory compliance processes is highly desirable. - Familiarity with the regulatory environment for financial services, investment advisory, and asset management organizations. - Strong organizational skills and an ability to manage multiple priorities efficiently.