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Kazam - Wealth Manager
KazamGurugram, India26 days ago
Job descriptionCertifications such as CFA, CFP, or NISM preferred. Minimum 5+ years of experience in wealth management / advisory roles with exposure to MFs, AIFs, and private / unlisted Wealth Management Investment Advisory Mutual Funds (MFs) Alternative Investment Funds (AIFs) Unlisted Shares & Equities Client Relationship Management Communication & Negotiation Financial Strategy & Portfolio Management HNI / UHNI Advisory
Key Responsibilities
- Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives.
- Design and implement investment strategies, monitor performance, and rebalance portfolios as needed.
- Guide clients through complex investment products such as AIFs 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 AUM Masters degree in Finance, Economics, or related field.
(ref : iimjobs.com)
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Wealth Manager • Gurugram, India
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