Investment Manager - PMS/AIF

Company Description

AwealthZ Finserve LLP is a growing financial planning and investment firm founded in 2021. Our sole motive is to help clients meet their financial goals and fulfill their present and future financial needs. currently we are having AUM of 52 Cr with more than 1000 clients across 5 offices.

Role Description

This is a full-time on-site role for an Investment Manager - PMS/AIF in sales domain. The Investment Manager will be responsible for managing investment portfolios, analyzing financial data, providing financial advice, and project management.

Qualifications

• Strong knowledge and experience in investment management and finance
• Analytical skills and the ability to analyze financial data
• Experience in managing investments and providing financial advice
• Project management skills
• Excellent decision-making and problem-solving abilities
• A bachelor's degree in finance or a related field
• Certifications or licenses in investment management are a plus
• Experience with private wealth management or alternative investment funds is beneficial.
• NISM certification for PMS sales is an added advantage.
• existing book of clients will be an added feature.