Job Description
Senior Investment Banker Role
About Client Associates (CA):
Client Associates (CA) is India’s first and largest Multi-Family Office, founded over 22 years ago by first-generation private bankers. The firm advises HNI and UHNI families, business owners, and entrepreneurs on preserving and growing their wealth through curated investment opportunities across asset classes. With a consistent track record of outperforming industry benchmarks, CA has earned a reputation for its client-first approach, innovation, and long-term wealth stewardship.
Location: Gurgaon
Role Overview:
We are looking for a seasoned investment banking professional with a strong sales orientation to lead client engagements, manage advisory teams, and drive deal closures. The ideal candidate will bring deep experience in fundraising, strategic advisory, or equity sales in broking, along with proven client management capabilities and a full-on sales attitude to originate and close high-quality transactions.
Key Responsibilities:
• Lead deal origination and execution across capital raising, mergers & acquisitions, and strategic advisory mandates.
• Manage and nurture relationships with promoters, business owners, and institutional clients.
• Supervise and guide a team of advisors and analysts in research, financial modelling, and transaction documentation.
• Work closely with external advisors (legal, tax, diligence) to ensure smooth execution.
• Drive end-to-end deal closure, from origination to execution.
Desired Candidate Profile:
• 7–10 years of relevant experience in investment banking or transaction advisory.
• Strong record of client relationship management and successful deal closures.
• Excellent leadership, negotiation, and communication skills.
• Entrepreneurial mindset with the ability to take ownership and deliver results.
Why Join Client Associates?
• Work with India’s pioneering and largest Multi-Family Office platform.
• Collaborate with industry veterans and visionary leaders.
• Experience a clear career progression from analytical to client-facing roles.
• Be part of a dynamic, merit-driven culture with exposure to marquee deals and clients.
About Client Associates (CA):
Client Associates (CA) is India’s first and largest Multi-Family Office, founded over 22 years ago by first-generation private bankers. The firm advises HNI and UHNI families, business owners, and entrepreneurs on preserving and growing their wealth through curated investment opportunities across asset classes. With a consistent track record of outperforming industry benchmarks, CA has earned a reputation for its client-first approach, innovation, and long-term wealth stewardship.
Location: Gurgaon
Role Overview:
We are looking for a seasoned investment banking professional with a strong sales orientation to lead client engagements, manage advisory teams, and drive deal closures. The ideal candidate will bring deep experience in fundraising, strategic advisory, or equity sales in broking, along with proven client management capabilities and a full-on sales attitude to originate and close high-quality transactions.
Key Responsibilities:
• Lead deal origination and execution across capital raising, mergers & acquisitions, and strategic advisory mandates.
• Manage and nurture relationships with promoters, business owners, and institutional clients.
• Supervise and guide a team of advisors and analysts in research, financial modelling, and transaction documentation.
• Work closely with external advisors (legal, tax, diligence) to ensure smooth execution.
• Drive end-to-end deal closure, from origination to execution.
Desired Candidate Profile:
• 7–10 years of relevant experience in investment banking or transaction advisory.
• Strong record of client relationship management and successful deal closures.
• Excellent leadership, negotiation, and communication skills.
• Entrepreneurial mindset with the ability to take ownership and deliver results.
Why Join Client Associates?
• Work with India’s pioneering and largest Multi-Family Office platform.
• Collaborate with industry veterans and visionary leaders.
• Experience a clear career progression from analytical to client-facing roles.
• Be part of a dynamic, merit-driven culture with exposure to marquee deals and clients.
💡 Quick Summary
Seeking a career-building opportunity? The Corporate Finance (Senior Investment Banker) position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
