Please click on the Apply to verify the status of jobs posted more than 15 days ago, as they may have expired. Similar Jobs
Job Description
Key Responsibilities
- Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives.
- Design and implement investment strategies, monitor performance, and rebalance portfolios as needed.
- Guide clients through complex investment products such as AIFs and unlisted shares.
- Stay updated with regulatory guidelines and ensure transparent communication with clients.
- Strengthen client relationships by conducting regular portfolio reviews, financial education
sessions, and focusing on AUM growth.
Qualifications
- Masters degree in Finance, Economics, or related field.- Certifications such as CFA, CFP, or NISM preferred.
- Minimum 5+ years of experience in wealth management/advisory roles with exposure to MFs, AIFs, and private/unlisted markets.
Skills
- Wealth ManagementLooking to get Placed? Try our Placement Guarantee Plan
- Investment Advisory
- Mutual Funds (MFs)
- Alternative Investment Funds (AIFs)
- Unlisted Shares & Equities
- Client Relationship Management
- Communication & Negotiation
- Financial Strategy & Portfolio Management
- HNI/UHNI Advisory
Skills
Wealth ManagementCFAAlternative Investment FundPortfolio ManagementInvestment AdvisoryCfpFinancial StrategyInvestment ProductsInvestment StrategiesWealth ManagementCfaWealth ManagerIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
13 Dec 25, 04:17 PM IST
Similar Jobs
View All
Don't Miss out any Updates
Subscribe now for the latest job alerts
and never miss an update
