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Wealth Manager
2 weeks ago
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 (PMS) and Alternative Investment Funds (AIF). This role involves managing high-net-worth clients, offering tailored investment solutions, and driving revenue growth through cross-selling and upselling opportunities.
Key Responsibilities:
- Acquire and manage relationships with HNI/UHNI clients.
- Assess clients' financial goals and risk appetite to offer customized investment solutions.
- Promote and distribute PMS, AIF, and other wealth management products.
- Conduct regular portfolio reviews and recommend rebalancing strategies.
- Stay updated on financial markets, products, and regulatory developments.
- Work closely with internal teams including research, compliance, and operations to ensure seamless client service.
- Achieve sales targets and contribute to the overall growth of the wealth management division.
Requirements:
- Minimum 2 years of experience in wealth management or financial advisory.
- Proven track record in selling PMS, AIF, and other structured investment products.
- Strong knowledge of capital markets, financial products, and investment strategies.
- Excellent communication, relationship management, and interpersonal skills.
- Certification in NISM VA, NISM XA/XB, or equivalent (preferred).
- Bachelor's degree in Finance, Commerce, or related field. MBA/CFP/CFA is a plus.
