Urgent job opening for Wealth manager for one of the leading Financial services company in Kolkata

17 hours ago

Kolkata, West Bengal, India RECEX Full time ₹ 12,00,000 - ₹ 36,00,000 per year


Job Description:

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India.

Role Overview

We are looking for a dynamic and result-oriented Wealth Manager with 4–8 years of experience in the financial services industry. 

The ideal candidate should have a proven track record of managing HNI/UHNI clients, a healthy AUM, and the ability to attract and retain high-quality clients through strong relationship management and advisory capabilities. PRIOR EXPERIENCE IS MANDATORY

Key Responsibilities


• Acquire, manage, and grow a portfolio of HNI/UHNI clients


• Provide 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 clients


• Track client portfolios and deliver consistent performance reviews and reporting


• Collaborate with in-house research and advisory teams to deliver insights and strategies


• Maintain high standards of ethics and professionalism

Ideal Candidate Profile


• 4–8 years of relevant sales experience in Wealth management, Stock broking, Asset Management companies or Private Banking (Wealth arm of banks)


• Existing client book and AUM mandatory


• Sound understanding of capital markets, financial products, taxation, and compliance


• Excellent communication, presentation, and relationship management skills


• Available to join within 30 days or less
• Certifications such as NISM, CFP etc. (preferred but not mandatory)

What We Offer


• Attractive performance-based incentives and revenue sharing


• Access to best-in-class research and advisory support


• Modern, tech-driven platform for seamless client servicing


• Wide basket of products and services to offer clients


• Flexible work environment


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