Talent.com
Wealth Management Advisor

Wealth Management Advisor

360 ONE WealthKolkata, Republic Of India, IN
1 day ago
Job description

Role Overview :

An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.

Key Responsibilities :

  • Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams
  • Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc.
  • Facilitate digital onboarding and guide clients through their digital investment journey
  • Deepen client relationships to increase wallet share and long-term engagement

Requirements :

  • 5+ years of experience in private banking or wealth management
  • Strong product knowledge and understanding of HNW client needs
  • Excellent communication, relationship management, and advisory skills
    • Create a job alert for this search

    Wealth Management Advisor • Kolkata, Republic Of India, IN

    Related jobs
    • Promoted
    Senior Board Advisor

    Senior Board Advisor

    Transjovan Capital Advisors LLPkolkata, west bengal, in
    Position : Senior Board Advisor.Assist in the origination and execution of M&A and Strategy consulting assignments with top global and Indian Corporates, covering the following areas : .Must have had ...Show moreLast updated: 1 day ago
    • Promoted
    Wealth Manager - BFSI

    Wealth Manager - BFSI

    Ashika GroupKolkata, India
    Job Description (Role) : - Drive acquisition and activation of new IFAs, NDs, and Banks to achieve higher sales volumes.Meet distributors regularly and identify potential ones t...Show moreLast updated: 9 days ago
    • Promoted
    Program Advisor - US

    Program Advisor - US

    Interview KickstartKolkata, IN
    Are you keen to be a part of the future of learning?.Sell innovative tech courses, empower professionals to upskill, and take home high incentives!!. Interviews can be hard, especially at top tech c...Show moreLast updated: 30+ days ago
    • Promoted
    Enagagement Financial Advisor

    Enagagement Financial Advisor

    Deloittekolkata, India
    Any Graduate / Post Graduate majoring in.Finance , Accounting, Economics or Business Management.Strong attention to details and. Financial Analysis and Reconciliation.End to End Engagement Lifecycle M...Show moreLast updated: 23 hours ago
    • Promoted
    Bidding Specialist

    Bidding Specialist

    IPH Technologies - A Software & Mobile App Development Companykolkata, India
    Mobile & Web Development Services.We are looking for an experienced.The ideal candidate will have a proven track record of successfully identifying, bidding, and winning projects on Upwork for.Iden...Show moreLast updated: 23 hours ago
    • Promoted
    Senior Investment Advisor - HNWI & Private Capital Relations

    Senior Investment Advisor - HNWI & Private Capital Relations

    Friendly Franchisees Corporation / Silver Star Real Estate LLCKolkata, IN
    Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Talent Development Lead

    Talent Development Lead

    Spencer's RetailKolkata, Republic Of India, IN
    Spencer’s is committed to fostering a culture of learning and development within the organization, ensuring that our employees are equipped with the necessary skills and knowledge to excel in their...Show moreLast updated: 21 hours ago
    • Promoted
    Manager – Assessment & Development Centre and Employee Engagement

    Manager – Assessment & Development Centre and Employee Engagement

    Alembic Pharmaceuticals Limitedkolkata, India
    Assessment & Development Centre (ADC) : .Design and implement ADCs aligned with business strategy.Create assessment tools (simulations, case studies, role plays). Partner with business leaders and ext...Show moreLast updated: 23 hours ago
    • Promoted
    Wealth Manager

    Wealth Manager

    Ashika GroupKolkata, India
    Job Description (Role) : - Drive acquisition and activation of new IFAs, NDs, and Banks to achieve higher sales volumes. Meet distributors regularly a...Show moreLast updated: 30+ days ago
    • Promoted
    VP - UHNI Engagement

    VP - UHNI Engagement

    ATRIOS ConsultingKolkata, IN
    We are #hiring for a leading NGO!.Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthro...Show moreLast updated: 1 day ago
    • Promoted
    Equity Advisor

    Equity Advisor

    Chola SecuritiesKolkata, West Bengal, India
    Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi.Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.Cross-sell investment ...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    ConfidentialKolkata, India
    Acquire, manage, and grow a portfolio of HNI / UHNI clients.Provide personalized investment advice and cross sell products across asset classes including equities, mutual funds, PMS, AIFs, insurance,...Show moreLast updated: 5 days ago
    • Promoted
    • New!
    Vice President of Wealth Management

    Vice President of Wealth Management

    Banking and NBFC jobkolkata, India
    Hiring : Vice President – Wealth Management | Delhi / NCR.Its a sales / business development role for wealth management products. Only candidates having experience in local market of selling wealth manag...Show moreLast updated: 11 hours ago
    • Promoted
    Engagement Lead

    Engagement Lead

    ConfidentialKolkata
    Client Engagement and Relationship Management : .Serve as the main point of contact for clients throughout the engagement lifecycle. Maintain strong, long-term client relationships to drive collaborat...Show moreLast updated: 5 days ago
    • Promoted
    Private Wealth Manager

    Private Wealth Manager

    TekPillar®Kolkata, West Bengal, India
    Bangalore / Chennai / Hyderabad Experience : .Years in Private Wealth Management CTC : .LPA – ₹60 LPA (Based on current CTC and interview) Employment Type : . About the Role We are hiring experienced Rela...Show moreLast updated: 1 day ago
    • Promoted
    Manager - Advisor

    Manager - Advisor

    ConfidentialKolkata
    Motilal Oswal Wealth Management is seeking a Manager – Advisor to provide strategic guidance, lead core business initiatives, and mentor teams to drive business growth. The role involves offering ex...Show moreLast updated: 5 days ago
    • Promoted
    Wealth Relationship Manager

    Wealth Relationship Manager

    ConfidentialLadakh
    Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI / NRI / UHNI segment. Develops, manages, and expands customer...Show moreLast updated: 30+ days ago
    • Promoted
    Member of the Board of Advisors

    Member of the Board of Advisors

    SAPLkolkata, west bengal, in
    Join the Board of Advisors at STEAM-IE! 🌟.Are you a visionary leader passionate about revolutionizing education through technology? Do you have strong connections in the investment community, expe...Show moreLast updated: 30+ days ago