Wealth Manager

16 hours ago

Kolkata, West Bengal, India Nirmal Bang Full time

Company Description

Nirmal Bang is a leading stock broking company in India, offering a range of financial products and services, including equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository services, and PMS. Founded and led by Mr. Dilip Bang and Mr. Kishore Bang, the company is committed to delivering unmatched client value through expertise and insight. Nirmal Bang employs a diverse team of professionals dedicated to thorough research focused on both local and global developments. Their primary goal is to help investors maximize returns through careful evaluation and strategic planning.

Role Description

This is a full-time on-site role for a Wealth Manager located in Kolkata. The Wealth Manager will be responsible for providing comprehensive financial planning and investment management services to clients. Day-to-day tasks include assessing clients' financial needs, developing tailored investment strategies, managing investment portfolios, and ensuring compliance with financial regulations. The Wealth Manager will also assist clients with insurance planning and offer guidance on other financial products and services offered by the company.

Qualifications

  • Financial Planning and Investment Management skills
  • Experience in Investments and Finance
  • Knowledge of Insurance products and services
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Bachelor's degree in Finance, Economics, or a related field
  • Professional certifications such as CFA or CFP are a plus

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