Associate Investment Manager (AIM)

An early-career, client-facing role designed to build strong foundations in goal-based investing and behavioural discipline. It involves structured client engagement with mentoring and is suited for individuals with at least one year of experience after graduation who are seeking a serious, ethical, long-term career in financial services.

Role Snapshot

- Client-facing, relationship-driven investment role
- Focused on goal-based investing and behavioural management
- No sales, revenue, product, or AUM targets
- Structured, office-based work environment at our Gurugram location
- Designed as a long-term career role, not a transactional job

Why This Role Exists

The Associate Investment Manager role exists to help clients stay aligned with their long-term financial goals, especially during moments of uncertainty, market volatility, and life changes.

Key Responsibilities

- Engage with clients to understand financial cash flows, goals and financial ratios
- Support goal and portfolio reviews
- Help manage client emotions and stay goal-oriented, especially during volatility
- Build robust relationships with scheduled virtual meetings
- Maintain accurate data on DiA

Learning Curve (First 36 Months)

- Start with 1520 clients
- Close mentoring by senior Investment Managers
- Gradual scale to ~100 clients

Work Structure

- Calendarised, planned client interactions
- Fixed working hours (9:30 AM 6:30 PM)




- Predictable, calm work environment

What This Role Is Not

- No sales or revenue targets
- No product pushing
- No field work

Performance Evaluation

- Client engagement quality
- Review consistency
- Client trust and referrals

Training Psychological Safety

- One-month structured induction
- Learning-focused environment
- Mistakes treated as learning opportunities

Autonomy Support

- Trusted ownership
- Support available without micromanagement

Who Can Apply

- Graduates (minimum 1 year experience after graduation preferred)
- Wealth management experience not required
- CFP strongly preferred
- Not open to current students

Growth Compensation

- AIM to IM in 1218 months
- Fixed-first compensation: FinEdge follows a clean, transparent compensation structure. Fixed compensation forms the core of the salary and translates clearly into monthly take-home pay. We do not inflate CTC numbers through complex or opaque components.
- In addition, there are qualitative incentives as well.

Who You Become at FinEdge

A trusted investment professional with strong judgement, EQ, and long-term perspective.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Associate Investment Manager (AIM) (Gurugram)
🏢 FinEdge
📍 Gurugram