
Portfolio Strategist
23 hours ago
Job Opportunity:
Wealth Manager
The ideal candidate will be responsible for advising clients on building well-diversified portfolios using mutual funds, alternative investment funds, unlisted equities, and other alternatives.
Key Responsibilities:
- Design and implement investment strategies, monitor performance, and rebalance portfolios as needed.
- Guide clients through complex investment products such as alternative investment funds 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 asset under management.
Requirements:
- 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 mutual funds, alternative investment funds, and private/unlisted equities.
Industry Knowledge:
- Investment Advisory
- Mutual Funds (MFs)
- Alternative Investment Funds (AIFs)
- Unlisted Shares & Equities
- Client Relationship Management
- Communication & Negotiation
- Financial Strategy & Portfolio Management
- HNI/UHNI Advisory
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