Wealth Manager (Ahmedabad)

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 strong 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 robust 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 .