Wealth Manager/senior Wealth Manager

7 days ago

Kolkata West Bengal, India Bhavyansh Infotech Full time

Join Our Elite Wealth Management Team Are you a dynamic and results-driven wealth manager looking to elevate your career We invite you to be part of our prestigious financial advisory team where innovation meets excellence If you have a passion for building strong client relationships and delivering tailored wealth solutions this is your opportunity to make a significant impact Key Responsibilities Client Relationship Management Build and nurture lasting relationships with corporate clients including business owners senior executives and key decision-makers Understand their unique financial aspirations and business objectives to offer personalized solutions Wealth Investment Solutions - Provide bespoke wealth management services including corporate investment portfolio management cash flow strategies and tax-efficient wealth growth plans Strategic Business Development - Identify and capitalize on new business opportunities by leveraging networks referrals and existing relationships Drive expansion by acquiring high-net-worth corporate clients Corporate Financial Planning - Offer comprehensive financial solutions such as succession planning employee benefits retirement plans and structured wealth transfer strategies ensuring long-term corporate stability Cross-Functional Collaboration - Work closely with investment advisors tax specialists legal experts and insurance professionals to deliver a seamless and holistic financial experience for corporate clients Market Intelligence Advisory - Stay ahead of market trends corporate finance best practices and regulatory updates Provide strategic insights to help clients mitigate risks and capitalize on investment opportunities Client Retention Service Excellence - Deliver exceptional client service with personalized attention ensuring long-term engagement and trust Foster deep relationships through consistent value-driven interactions Risk Management Compliance Adhere to regulatory requirements and company policies ensuring ethical wealth management practices while maintaining the highest standards of compliance and client confidentiality Why Join Us- Work with a team of industry-leading financial experts - Access to cutting-edge financial tools and resources - Unparalleled growth opportunities in a thriving financial sector - Competitive compensation and performance-driven incentives - A collaborative client-centric and innovative work culture If you re ready to make a mark in corporate wealth management we want to hear from you Apply today and take your career to new heights ref updazz com

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