Planify Capital - Wealth Manager

Wealth Manager

Job Summary:

We are seeking an experienced AIF Manager to lead our Alternative Investment Fund (AIF) initiatives.

The ideal candidate will have extensive knowledge of alternative investments, strong leadership skills, and the ability to develop and manage client relationships.

Key Responsibilities:

- Must have his own experience in managing alternate investment funds.

- Oversee the development and management of AIF products, ensuring compliance with regulatory requirements.

- Conduct market research to identify investment opportunities and trends in the alternative investment space.

- Build and maintain relationships with institutional investors, clients, and stakeholders.

- Collaborate with internal teams to enhance product offerings and develop marketing strategies.

- Monitor fund performance and provide regular reports to stakeholders.

- Lead a team of analysts and investment professionals, fostering a culture of excellence and innovation.

- Represent the company at industry events and conferences to promote AIF initiatives.

Qualifications:

- Masters degree in Finance, Business, or a related field.

- 3+ years of experience in alternative investments, with a strong understanding of AIF regulations.

- Proven track record of managing client relationships and delivering results.

- Excellent analytical, communication, and leadership skills.

- Ability to work in a fast-paced, dynamic environment.