Senior Investment Banker

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 :

Why Join Client Associates

Skills Required

Client Relationship Management, Equity Sales, Fundraising, Financial Modelling, strategic advisory