Website:
altportfunds.com
Job details:
Company Description
Altport Experts, a premier digital platform in India, specializes in bespoke private wealth solutions and strategies. Renowned for its expertise in Alternative Investment Funds and Portfolio Management Services, Altport Experts is committed to rapidly growing this industry. The company provides a wide range of investment opportunities and supports investors with tailored wealth management strategies.
Role Description
This is a full-time remote role for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing and implementing comprehensive financial plans, managing investment portfolios, and advising clients on investment opportunities across Mutual Funds, PMS (Portfolio Management Services), and AIFs (Alternative Investment Funds). Day-to-day tasks will include assessing clients’ financial needs, developing tailored investment strategies, managing risk, recommending PMS and AIF solutions based on client suitability, and providing ongoing financial advice and support to clients.
Qualifications
- Experience in Financial Planning and Finance
- Expertise in Investment Management and Investments
- Knowledge of AIF & PMS & Mutual fund.
- Excellent analytical, communication, and client management skills
- Ability to work independently and manage multiple client relationships remotely
- Relevant certifications like CFA, CFP, or a degree in Finance, Economics, or a related field
- Experience in alternative investments and portfolio management is a plus
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