Home
Jobs
Companies
Resume
Alpha Capital logo

Wealth Manager

0 - 2 years

3 - 6 Lacs

Kolkata

Posted:2 days ago| Platform: Naukri logo

Apply

Skills Required

Wealth Management Mutual Funds Portfolio Management Services Portfolio Management PMS Investment Advisory HNI Client Handling Investment Products Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job description About the Role As a Wealth Manager at Alpha, you will play a critical role in understanding our clients financial ambitions and challenges, providing bespoke investment strategies and comprehensive solutions. You will act as the primary point of contact for our esteemed clientele, managing portfolios, offering Family Office services, and ensuring an exceptional client experience at every touchpoint. If you are passionate about building deep relationships, have a sharp financial acumen, and believe in delivering value beyond numbers, this is the opportunity for you. Key Responsibilities Engage with High Net-Worth clients to understand their financial objectives, needs, and concerns. Analyze client data to develop and present customized financial strategies and solutions. Provide regular, insightful portfolio reviews and strategic recommendations. Conduct in-depth analysis of financial products across asset classes to optimize client portfolios. Manage investment portfolios, monitor performance, and ensure alignment with clients' goals. Deliver Alphas value proposition with confidence and clarity during client interactions. Collaborate closely with internal teams to deliver seamless, high-quality service. Stay updated on market trends, regulatory developments, and innovative investment opportunities. Build long-term relationships based on trust, transparency, and consistent value delivery. What We Look For Strong understanding of financial instruments, wealth management, and family office services. Excellent communication and interpersonal skills. Analytical mindset with the ability to interpret and present financial data effectively. A client-centric approach with high ethical standards. Prefered , MBA/CFP/CFA/NISM

More Jobs at Alpha Capital

Relationship Manager

Kolkata

Experience: Not specified

|

INR 3 - 4 Lacs

Operations Executive

Mumbai Suburbs

1 - 3 yrs
|

INR 2 - 3 Lacs

Sr. Wealth Manager

Mumbai, Bengaluru, Coimbatore, Hyderabad, Gurgaon, Kolkata

10 - 15 yrs
|

INR 7 - 11 Lacs

Executive Assistant

Mumbai Suburbs

2 - 3 yrs
|

INR 3 - 3 Lacs

Wealth Manager

Mumbai Suburban

1.0 - 3.0 yrs
|

INR 3 - 3 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Wealth Management Interview Now
Alpha Capital
Alpha Capital
www.alphacapital.com

Finance

New York

150 Employees

7 Jobs

    Key People

  • John Doe

    CEO

  • Jane Smith

    CFO

RecommendedJobs for You

QuickTurtle logo

Wealth Manager

QuickTurtle

Mumbai

QuickTurtle logo

Wealth Manager

QuickTurtle

Navi Mumbai

QuickTurtle logo

Wealth Manager

QuickTurtle

Chandigarh

QuickTurtle logo

Wealth Manager

QuickTurtle

Chandigarh, Navi Mumbai, New Delhi

QuickTurtle logo

Wealth Manager

QuickTurtle

Thane

QuickTurtle logo

Wealth Manager

QuickTurtle

Thane, Hyderabad, Bengaluru

QuickTurtle logo

Wealth Manager

QuickTurtle

Mumbai, Thane, Navi Mumbai

QuickTurtle logo

Wealth Manager

QuickTurtle

Mumbai, Thane, Navi Mumbai

QuickTurtle logo

Wealth Manager

QuickTurtle

Mumbai, Hyderabad, Bengaluru

Hire Best Recruitment Company logo

Wealth Manager

Hire Best Recruitment Company

Chennai