
Financial Advisor
1 week ago
One of the largest capital market brokers is seeking a wealth manager to join their team.
Job Location: Kolkata
Job Description:
- To acquire affluent and super affluent clients by understanding their financial needs and goals.
- To maintain client relationships and generate assets under management (AUM) from preferred clients.
- To advise clients on their investments and manage their overall financial portfolios, deepening wallet share from existing clients.
Requirements:
- A minimum of 3-5 years of work experience in private banking or wealth management.
- Good vintage in previous companies with a minimum tenure of 3-4 years of stability.
- Handling and managing clients with a minimum investment amount of Rs.1 Cr and above.
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