We are seeking a highly experienced AIF Wealth Manager for our SEBI registered Category I AIF. The ideal candidate will have a minimum of 5 years of experience in wealth management, with a strong focus on Alternative Investment Funds (AIFs), Portfolio Management Services (PMS). This role requires a deep understanding of financial markets, investment strategies, and regulatory frameworks governing AIFs. The successful candidate will be responsible for developing and maintaining solid relationships with high-net-worth individuals (HNIs), providing comprehensive wealth management advice, and achieving sales targets.

Responsibilities

- Client Relationship Management:
- Develop and nurture strong relationships with HNI clients to understand their investment objectives, risk tolerance, and overall financial goals.
- Provide exceptional client services by delivering personalized wealth management solutions.
- Identify and pursue new business opportunities to expand the client base.
- Investment Advisory:
- Offer comprehensive advice on portfolio construction, asset allocation, and investment strategies aligned with clients' financial goals.
- Provide in-depth knowledge and expertise in AIF products and their suitability for different investor profiles.
- Conduct thorough financial planning and analysis to develop customized investment plans.
- Product Knowledge:




- Maintain a deep understanding of the AIF landscape, including various fund structures, investment strategies, and regulatory requirements.
- Stay updated on market trends and economic conditions to identify investment opportunities.
- Effectively communicate the value proposition of AIF products to clients.
- Sales and Business Development:
- Actively promote AIF products to potential clients and channel partners.
- Achieve sales targets and revenue goals through effective lead generation and conversion.
- Build and maintain strong relationships with intermediaries and partners.

Qualifications

- Master's degree in Finance from Tier – I institution, Economics, or a related field.
- CFA or CA qualification (preferred).
- Minimum 5 years of experience in wealth management with a strong focus on AIFs.
- Proven sales and business development track record.
- Certification in wealth management or related field (preferred).

Desired Skills

- Strong understanding of the Indian HNI market, their investment preferences. financial markets, investment products, and regulatory frameworks.
- Proficiency in financial modeling and analysis tools
- Excellent presentation and interpersonal skills.
- Strong analytical and problem-solving skills.

Skills: Wealth Manager , AIF , Loans

📌 Wealth Manager (India)
🏢 Emgage
📍 India