Associate Investment Manager / Investment Manager

FinEdge is dedicated to helping individuals invest with purpose by creating personalised and conflict-free investment roadmaps rooted in expertise, trust, and disciplined processes. Our award-winning bionic investing platform, Dreams into Action (DiA), combines expert investment guidance with intuitive technology for a customised and collaborative experience. Trusted by over 20,000 clients in 90 countries, we specialise in long-term wealth creation through hyper-personalised investment journeys prioritising clients’ financial goals, cash flows, and risk preferences. With no sales targets or product pushes, we focus solely on our clients’ best interests. With over 1,900 Google reviews and a 4.7 rating, we are proud of our reputation as a trusted partner for families worldwide.

About the Role

not a sales role

At FinEdge, Associate Investment Managers and Investment Managers work directly with clients to help them invest towards long-term life goals such as retirement, children’s education, and financial security.

long-term outcomes, sound investing practices, and behavioural judgement

What the Role Involves

• Client-facing, relationship-driven work
• Understanding client cash flows, goals, and financial ratios
• Conducting structured goal and portfolio reviews
• Scheduled virtual meetings with clients
• Helping clients navigate market volatility 
• Ownership of client relationships
  

How Work Is Structured

• Fully digital, office-based role (no field work)
• Calendarised and planned client interactions
• Fixed, predictable working hours
• Calm work environment with no escalation pressure during market movements

To learn more about the role and growth path, and to apply, visit our careers page.