Wealth Management Services

your career with ar wealth

Current Openning

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), 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.
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Junior Economist (Private Wealth Management & Mutual Fund Team)

Location- Mumbai

Qualification- Masters in Economics

Experience- 2-4 yrs of experience in conducting market research or worked as junior economist.

No.of vacancies- 1

Age Group Preferred- 25-30 Years

Job Responsibilities:

1) Collecting and analysing financial and macro-economic data points.
2) Ideate and come up with various analysis and draft relevant research reports.
3) Simplify economic / financial concepts which are relevant for business.
4) Communicate with clients and RMs to explain research reports.

Functional / Technical Skills:

* Advanced Knowledge of economic concepts
* Good understanding of broader financial markets across asset classes
* Intermediate skills of MS Excel and PowerPoint
* Excellent writing skills

Behavioral Skills:

* Diligent with attention to detail
* Good Communication and Interpersonal Skills
* Go-Getter Attitude
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Stock Research Analyst (Private Wealth Management & Mutual Fund Team)

Location- Mumbai

Qualification- MBA Finance, CFA, CA

Experience- 2-5 years in stock analysis.

No.of vacancies- 1

Age Group Preferred- 20-25 Years

Job Responsibilities:

1) Collecting and scrutinize financial data of companies.
2) Work on financial models for preparing estimates on future potential of company
3) Interacting with various stakeholders related to the company in order to analyse data.
4) Preparing research reports and recommendation on companies and training on content created.

Functional / Technical Skills:

* Advanced Knowledge of financial concepts
* Good understanding of balance sheetsbroader financial markets and specific sectors
* Intermediate skills of MS Excel and PowerPoint

Behavioral Skills:

* Diligent with attention to detail
* Good Communication and Interpersonal Skills
* Go-Getter Attitude
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