Senior Wealth Management Specialist
13 hours ago
We 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 high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income products.
- Overseeing the marketing process and broader company efforts, including creating investor materials, hosting webinars, and organizing investor events.
- Developing and managing relationships with current and potential investors.
- Collaborating with Product teams to create tailored products for specific situations, assessing client credit profiles to propose customized deals, closing transactions.
- Onboarding new corporates as well as family offices.
- Coordinating with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems, preparing custom internal reporting.
Key Skills:
- Deep understanding of family office requirements and debt product offerings.
- Excellent communication and relationship-building skills.
- Ability to analyze complex financial data and make informed decisions.
- Strong marketing and event planning skills.
Preferred Qualifications:
- 3-8 years of experience in wealth management.
-
Expert Wealth Manager
13 hours ago
Kolkata, West Bengal, India beBeeDomain Full time ₹ 60,00,000 - ₹ 80,00,000Job Title: Wealth Management Domain ExpertWe are seeking a highly skilled Wealth Management domain expert to guide the successful implementation of our Digital Wealth platform. The ideal candidate will have deep knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and...
-
Wealth Manager
2 days ago
Kolkata, West Bengal, India Peoplemint Consultants Full time ₹ 5,00,000 - ₹ 10,00,000 per yearJob 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...
-
Senior Wealth Manager
5 days ago
Kolkata, West Bengal, India beBeeProfessional Full time ₹ 1,00,00,000 - ₹ 2,00,00,000About 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...
-
Wealth Manager
1 day ago
Kolkata, West Bengal, India Recex Full time ₹ 15,00,000 - ₹ 25,00,000 per yearKey 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...
-
Regional Head
4 weeks ago
Kolkata, West Bengal, India Emkay Wealth Management Full timeJob Description :- To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.- Strategies to achieve a balance of revenue...
-
Wealth Manager
4 weeks ago
Kolkata, West Bengal, India Ashika Group Full timeWe are seeking a highly motivated and entrepreneurial Wealth Manager – Client Acquisition to drive the expansion of our Retail and HNI client base. This role is primarily focused on acquiring new clients, identifying business opportunities, and promoting our suite of investment products and services. The ideal candidate will have a strong understanding of...
-
Wealth Manager
2 weeks ago
Kolkata, West Bengal, India Ashika Group Full timeWe are seeking a highly motivated and entrepreneurial Wealth Manager – Client Acquisition to drive the expansion of our Retail and HNI client base. This role is primarily focused on acquiring new clients, identifying business opportunities, and promoting our suite of investment products and services. The ideal candidate will have a strong understanding of...
-
Wealth Manager
4 days ago
Kolkata, West Bengal, India Ashika Group Full timeWe are seeking a highly motivated and entrepreneurial Wealth Manager – Client Acquisition to drive the expansion of our Retail and HNI client base. This role is primarily focused on acquiring new clients, identifying business opportunities, and promoting our suite of investment products and services. The ideal candidate will have a strong understanding of...
-
Wealth Manager
1 week ago
Kolkata, West Bengal, India Ashika Group Full timeWe are seeking a highly motivated and entrepreneurial Wealth Manager – Client Acquisition to drive the expansion of our Retail and HNI client base. This role is primarily focused on acquiring new clients, identifying business opportunities, and promoting our suite of investment products and services. The ideal candidate will have a strong understanding of...
-
Regional Head
2 weeks ago
Kolkata, West Bengal, India Emkay Wealth Management Full timeJob Description : To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department. To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery. Strategies to achieve a balance of revenue...
