Senior Wealth Manager

Company Description

Anand Rathi Share and Stock Brokers Ltd. (ARSSBL) is a leading full-service investment bank, established in 1994, providing a wide array of financial solutions to individuals, institutions, and high-net-worth clients. With a strong presence in over 350 locations across India and international operations in Dubai, Hong Kong, and New York, Anand Rathi has established itself as a trusted name in the financial services arena. Boasting over 6.5 lakh registered customers and a robust team of 4,000 professionals, the firm specializes in personalized investment services, expert research, and wealth management solutions. Whether through advanced digital platforms or in-person support, Anand Rathi delivers tailored financial services aimed at maximizing client returns.

Role Description

This is a full-time, on-site role based in Kolkata for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for managing client portfolios, developing tailored financial plans, and providing strategic investment advice to assist clients in meeting their wealth goals. Daily responsibilities include offering professional guidance across a range of financial products, maintaining strong client relationships, and ensuring all financial strategies align with client objectives. The role also requires staying updated with market trends and investment opportunities for optimal wealth management.

Qualifications

• Proficiency in Financial Planning, Investment Management, and Investments
• Strong skills in Finance and Insurance
• Excellent interpersonal and client relationship management abilities
• Capability to analyze market trends and identify investment opportunities
• A bachelor’s or master’s degree in Finance, Business Administration, or a related field
• Certifications such as CFP or CFA are advantageous
• 5 to 10 years of experience in market as sales manager or advisor