Wealth Relationship Manager

Job Title: Wealth Manager Location- Kolkata Job Summary: We are seeking a dynamic and results-driven Wealth Manager to join our team in a leading stock broking organization. The ideal candidate will have a minimum of 2 years of relevant experience in wealth management and a strong understanding of financial products, especially Portfolio Management Services...

Job OpportunityKey Responsibilities:Cultivate and maintain strong relationships with high-net-worth individuals to grasp their financial objectives and aspirations.Offer bespoke financial guidance and wealth management solutions tailored to clients' needs and risk tolerance.Regularly review and assess client portfolios, providing updates on performance to...

JOB DESCRIPTION Role/ProfilesPreferred Relationship ManagerJob Title/ DesignationManager/Senior ManagerCompany CTC rangeCompetitiveLocationKolkata PRIMARY JOB RESPONSIBILITIES To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients To advise...

Role OverviewWe are seeking a seasoned professional to oversee a portfolio of high-net-worth clients, providing comprehensive investment advisory and wealth management solutions.This is an individual role requiring a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent...

Key ResponsibilitiesAcquire, manage, and grow a portfolio of HNI/UHNI clientsProvide 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...

Wealth Management Professionals Wanted About the RoleWe are looking for experienced Wealth Management professionals to join our team. If you have a passion for building long-term client relationships and driving financial growth, we would love to hear from you.Key Responsibilities:Develop and deliver customized financial solutions aligned with clients...

About the OpportunityWe are seeking a skilled Professional to acquire high net worth individuals and build long-term relationships with clients.Key Responsibilities:Aquire new private clients and establish a strong client base.Nurture and manage end-to-end customer relationships, fulfilling all their banking needs through wealth solutions.Requirements:The...

Key Role of a Senior Financial ConsultantThe objective of the senior financial consultant is to establish long-term relationships with affluent individuals by providing them exceptional wealth management services. Key responsibilities include building and maintaining client relationships, designing tailored investment solutions, and managing their overall...

Senior Wealth Management SpecialistWe are seeking a seasoned professional to join our team as a Senior Wealth Management Specialist.The ideal candidate will possess a deep understanding of family office requirements and debt product offerings, with 3-8 years of experience in wealth management.The following responsibilities include:Interacting with...

SUMMARY for RM: -The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make...