Job Title

Company Description & Culture CodeRoleTake clients through consultation → portfolio construction → ongoing advisory. You're the bridge between what they need and what our investment team delivers.Solve operational friction: KYC workflows, compliance documentation, custodial coordination, reporting issues. You unblock and make sure nothing falls between seats.Advise with conviction: you understand how Optima builds client portfolios, you know our philosophy.Grow AUM through trust: clients feel lightness about their wealth because you carry the complexity.Proactively find ways to contribute to other parts of the business.Who This Is ForProfessional qualification: CA, CFA, MBA in Finance, or equivalentMinimum 5 years in the securities market, with at least 2 years in Portfolio Management, Investment Advisory, or Fund ManagementNISM Series XXI-B certification (willing to obtain post-hire if needed)Short notice period/Immediate Starter