Investment Counsellor

3 days ago

Kolkata West Bengal, India STAFFIAA Full time

Profile Investment Counsellor Private Wealth Manager Location Kolkata Experience Minimum 8 years in investment management wealth advisory or financial services Education Master s Degree from an accredited college CTC 15 LPA Job Summary The Investment Counsellor Private Wealth Manager will be responsible for providing tailored investment solutions to HNI Ultra HNI clients The role demands expertise in financial markets portfolio management and relationship-building to drive asset growth and revenue generation Key Responsibilities Develop and maintain strong client relationships understanding their financial goals and risk appetite Provide personalized investment strategies portfolio reviews and market insights Ensure proactive communication on portfolio performance and market trends Acquire new clients through referrals and open market sourcing expanding the AUM and revenue Stay updated on industry trends regulations and best practices Conduct client meetings presentations and financial planning discussions Required Skills Competencies Strong communication skills multilingual preferred In-depth market knowledge and ability to identify investment opportunities Analytical convincing skills to drive financial solutions Service-oriented approach with perseverance and result-driven mindset Teamwork initiative and creativity in client engagement strategies Certifications Must possess mandatory industry certifications as per company policy Join us and be a part of a leading financial services firm that values expertise innovation and client trust To apply mail your resume resume staffiaa com OR 6307183014 Regards Utprerika Srivastava Lead Manager - HR Staffiaa Services

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