Wealth Manager

2 days ago

Gurgaon, Haryana, India Planify Capital Limited Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Overview
Provide strategic, personalized wealth management services to HNI/UHNI clients. Focus on growing, preserving, and transferring wealth using a broad suite of investment instruments, including Mutual Funds, Alternative Investment Funds, and Unlisted Shares. This role demands deep product knowledge, client engagement, and regulatory proficiency.

Key Responsibilities

  • Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives to meet financial goals.
  • Design and implement investment strategies, then monitor, review, and rebalance portfolios.
  • Guide clients through complex products like AIFs and unlisted shares.
  • Keep up with regulatory guidelines and ensure transparent client communications.
  • Maintain strong relationships by educating clients, conducting regular reviews, and growing assets under management.

Qualifications

  • Master's degree in finance or a related field.
  • Certifications such as CFA, CFP, or NISM preferred.
  • 5+ years of experience in wealth/advisory roles, ideally with exposure to MFs, AIFs, and private/unlisted markets.

Skills: wealth,investment,mfs,shares,communications,management,equities,aif,hni

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