Kazam - Wealth Manager

1 week ago

Gurugram, India Kazam Full time

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 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 Wealth Management- Investment Advisory- Mutual Funds (MFs)- Alternative Investment Funds (AIFs)- Unlisted Shares & Equities- Client Relationship Management- Communication & Negotiation- Financial Strategy & Portfolio Management- HNI/UHNI Advisory (ref:iimjobs.com)

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