Wealth Manager

24 hours ago

Greater Kolkata Area, India Vardhaman Capital Private Limited Full time

About Us

We are a leading stock broking and wealth management firm offering a 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 5–7 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 across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments
  • 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

  • 5–7 years of relevant experience in wealth management or private banking
  • 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 in 30 days or less
  • Certifications such as NISM, CFP, or CFA (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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