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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Credit Analyst

1) Department & Sub-Department

Private Wealth Management & Market Linked Debentures Team
2) Primary Job Responsiblities:

1.) Assessing Credit worthiness of MLD Issuers (NBFCs/Financial Intermediaries issuing NCDs)
2.) Reading, Assessing and analysing Financial Statements of the Issuers
3.) Meeting with Management Team of the MLD Issuers at periodic intervals
4.) Gather any other relevant information about the issuer from competitors, other resource channels where the Issuer has any connec
5.) Model the data received and prepare a rating rationale/note for the Issuer under consideration
6.) Monitor the credit profile of shortlisted/existing MLD Issuers on an ongoing basis

3) Reporting Structure

Position reporting to: Head/Co-Head Market Linked Debentures

4) Qualifications Required

MBA Finance, CFA, CA

5) Experience

2 -5 years in credit analysis

6) Functional / Technical Skills

1. Accounting and Computing skills )
2. Knowledge in risk analysis
3. Investigative and Quantitative analysis skills
4. Research skills
5. Advance skills of MS Excel and PowerPoint

7) Behavioral Skills

1. Diligent with attention to detail
2. Good Communication and Interpersonal skills
3. Problem-solving skills
4. Documentation and Organization skills
5. Team player

8) Age Group Preferred

21-28 Years
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Estate Planner

1) Responsibilities:
─ 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

2) 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.)

3) Qualification

Fresh LLB Graduate (3 years or 5 years)

4) Preferred Job Location

Mumbai

4) Requirements

─ Knowledge relating to all kinds of succession laws, estate planning
─ Self-motivated having effective communication, interpersonal, and presentation skills
─ Conceptual clarity
─ Eye for Detail & Innovative thinking
─ Team player
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Financial Data – Research Analyst

1) Department & Sub-Department

Private Wealth Management & Financial Data team
2.) Primary Job Responsiblities :
1.) Research and Development of Financial Concepts
a. Study and incorporation of financial concepts in the wealth management document
b. Understanding the concepts of statistical tools and its application in developing financial models pertaining to wealth management
c. Knowledge of quantitative analysis techniques using Advanced MS Excel and other analytical tools/software
2.) Ensuring efficient and effective execution of all key aspects of client deliverables
a. Responsible for design of financial data document for the clients
b. Assist in resolving Relationship Managers’ queries that are specific to clients’ requirements
c. Usage of analytics to build strategic insights for clients
3.) Conduct training sessions across locations

3) Reporting Structure

Position reporting to: Head of Research Financial Data

4) Qualifications Required

CA/ MBA-Finance/ CFA (US)

5) Experience

0 – 2 yrs of experience in a Product role working in Financial Services industry

6) Functional / Technical Skills

1. Advanced understanding of broader financial markets across asset classes and basic Knowledge of Financial Products
2. Strong analytical and problem solving skills
3. Advanced skills of MS Excel and PowerPoin

7) Behavioral Skills

1. Diligent with attention to detail
2. Passion to continuously learn and grow
3. Good Communication and Interpersonal Skills
4. Go-Getter Attitude
5. Team player

8) Age Group Preferred

21-28 Years
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Financial Data – Implementation Specialist

1) Department & Sub-Department

Private Wealth Management & Financial Data team
2.) Primary Job Responsiblities :
1.) Managing front office deliverables of the Financial Data team
a. Presentation of financial data document to clients while ensuring that all their relevant queries are resolved
b. Handling a region and ensuring all clients have agreed upon a specific strategy and their portfolio is allocated as per the desired strategy to the best possible effect
2.) Thorough knowledge and client facing communication skills needed for the following
a. Full understanding of the Financial Data Document and the fitment of various asset classes in helping achieve clients' return objective
b. Regular follow ups with RM’s for scheduling client meetings
3.) Homework and client understanding needed for the meetings
a. Understanding "GAP sheet" of clients and in turn preparing Option 1-Option 2 analysis to fill the GAPs between current portfolio and desired portfolio

3) Reporting Structure

Position reporting to: Head Implementation of Financial Data

4) Qualifications Required

CA/ MBA-Finance/ CFA (US)

5) Experience

0 – 2 yrs of experience in a Sales/Product role working in Financial Services industry

6) Functional / Technical Skills

1. Advanced understanding of broader financial markets across asset classes and basic Knowledge of Financial Products
2. Basic skills to read Financial Statements
3. Advanced skills of MS Excel and PowerPoin

7) Behavioral Skills

1. Diligent with attention to detail
2. Sales & Marketing Skills
3. Good Communication and Interpersonal Skills
4. Go-Getter Attitude
5. Team player

8) Age Group Preferred

21-28 Years
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Assistant Manager – PR

1) Department & Sub-Department

Private Wealth / Media & Communication
2.) Primary Job Responsiblities :
Organize and oversee PR activities and ensure effective communication with stakeholders, media and the public
Responsible for data collation and coordinating media shows
Responsible for increasing exposure on print publications and it's coordination
Responsible for creating and maintaining a repository of all online shows and publications
Ability to self-manage multiple projects and deadlines
Ability to identify and solve problems

3) Reporting Structure

Position reporting to: Head Marketing

4) Qualifications Required

BSc/BA in PR, marketing or similar field

5) Experience

Fresher in public relations with an agency or a corporate (Business background will be an advantage)

6) Functional / Technical Skills

1. Creative, with a passion for storytelling & brandbuilding
2. Solid knowledge of social media (Blogs, Facebook, Twitter, etc.)
3. Organized and cool-tempered professional who is able to handle a crisis
4. Highly organized, detail-oriented, and able to multitask
5. Ability to build strong relationships with key people or organizations
6. A creative mind partnered with the ability to find the best practical solutions
7. Good TAT for any task assigned

7) Behavioral Skills

1. Excellent communication and presentation skills
2. Comfortable as a public speaker
3. Dedicated & Disciplined
4. Creative Mind
5. Project Management abilities
6. Go-Getter Attitude
7. Team player

8) Age Group Preferred

21 – 25 Years
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Taxation

1) Department & Sub-Department

Private Wealth & Tax Team
2.) Primary Job Responsiblities :
1. Tax planning for clients (domestic as well as international taxation)
2. Application of clauses of Direct Tax Avoidance Agreement (DTAA)
3. Advising clients on direct taxation
4. Advisory on FEMA/RBI compliance from an client/investment point of view
5. Research on direct case laws

3) Reporting Structure

Position reporting to: Head/Co-Head Tax

4) Qualifications Required

CA/ CFA (US)

5) Experience

Fresher Chartered Accountant (preferably first attempt)
Experience in Direct tax including filing of all types of tax returns, Companies Act, SEBI/FEMA during Articleship

6) Functional / Technical Skills

1. Knowledge on direct taxation, accounting, compliance and all types of tax returns
2. Strong Technical knowledge
3. Intermediate skills of MS Excel and PowerPoint

7) Behavioral Skills

1. Conceptual clarity
2. Effective Communication and Presentation Skills
3. Eye for Details & Innovative thinking

8) Age Group Preferred

21-28 Years
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