Job
Description
Role Overview: At FinEdge, you will be redefining investment management by making high-quality, goal-based investing accessible to all, not just the ultra-wealthy. The bionic model seamlessly integrates human expertise with cutting-edge technology, empowering investors to achieve long-term financial success through a disciplined, personalized, and process-driven approach. As an Investment Manager, your role is not about sales but about helping clients take meaningful financial decisions, building trust, and guiding them towards their financial goals. If you are passionate about ethical investing, financial planning, and portfolio management, this is where you belong. Key Responsibilities: - Guide clients on their financial journey by defining, prioritizing, and executing their investment plans through deep collaboration. - Provide expert financial mentorship to help clients avoid investing pitfalls, manage market volatility, and stay committed to long-term financial goals. - Deliver hyper-personalized solutions by leveraging DiA's intelligent insights to create personalized investment plans. - Engage in meaningful, value-driven conversations to ensure clients stay on track towards their long-term financial objectives. - Uphold the highest ethical standards by operating with transparency and high integrity, keeping client interest at utmost priority. Qualifications Required: - Experience: People with 0-3 years of experience are welcome. Prior experience in financial services is not necessary, as long as the following requirements are met. - Mindset Over Experience: Valuing attitude, empathy, and purpose-driven investing more than prior industry experience. Freshers are welcome. - Excellent Communication Skills: Ability to articulate financial concepts in a simple, engaging manner. Proficiency in English & Hindi is preferred. - Educational Qualifications: A Masters Degree is required. Certifications like CFP (Certified Financial Planner) are an added advantage. - Genuine Passion for Financial Planning: A strong desire to help people achieve financial independence through ethical and goal-based investing. - Adaptability & Organizational Skills: Ability to multi-task, manage client interactions efficiently, and follow a structured investment process. Additional Details: FinEdge is a case study at IIM Kolkata for its transformative business model. It was recognized with the Innovation in Investing Award by Franklin Templeton. The company provides a work environment that values ethics over sales, fosters expertise in goal-based investing, and supports continuous professional growth. FinEdge is a Certified Great Place to Work. Join FinEdge if you are ready to make a real impact in the world of investing and be a part of a team that prioritizes ethics, expertise, and continuous learning and development opportunities. Apply now to be a part of this unique and enriching work environment.,
