Careers

Accumen is an attractive manager / employer for professionals in the wealth management industry – whether you are interested in a client-facing role or a support function. Accumen offers a stimulating working environment for talented individuals with a strong entrepreneurial spirit. We demand high achievers who share our values and enjoy working in a dynamic, multicultural environment where everyone’s input is recognized. We work as a team.

Client Relationship Officer (CRO)

Looking at Individuals willing to work as Private Bankers in a stress free environment
Matured Mind-set with a sense of responsibility and entrepreneurial bent of mind
Compensation Structure would be more Entrepreneurial i.e. Low fixed but high variable structure
No product specific push, bankers are free to distribute products basis client suitability and Business Approvals
In case of a CRO exit they are free to take their clients along and we continue to pay them the referral fee i.e. a share of the fee received on their client’s live AUM with Accumen Advisors.

Product research and client engagement

The job will evaluate researching on various mutual funds, to arrive on a suitable list of funds to be recommended to HNI clients / investors
Financial Planning for clients basis their risk profile, financial goals, existing assets and savings
Interaction with various Mutual Fund providers
Client Portfolio Updates and Reviews
Working together with the Co-founders for strategic initiatives for growth of organisation
Ensuring smooth execution of client transactions
Reconciliation of revenues
New client acquisitions