Wealth Manager
ConfidentialKolkata, India4 days ago
Job description4â8 years of relevant sales experience in Wealth management, Stock broking, Asset Management companies or Private Banking (Wealth arm of banks) Existing client book and AUM mandatory Sound understanding of capital markets, financial products, taxation, and compliance Excellent communication, presentation, and relationship management skills Available to join within 30 days or less Certifications such as NISM, CFP etc. (preferred but not mandatory)
Key Responsibilities
- 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, bonds, and other financial instruments (12+ investment products)
- Leverage your existing client relationships and network to onboard new clients
- Track client portfolios and deliver consistent performance reviews and reporting
- Collaborate with in-house research and advisory teams to deliver insights and strategies
- Maintain high standards of ethics and professionalism
Ideal Candidate Profile
Skills Required
Compliance, Capital Markets, Mutual Funds, Bonds, Financial Products, Financial Instruments, Equities, Pms, Insurance, Taxation
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Wealth Manager • Kolkata, India
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