Wealth Manager

Company Description

Choice International Limited is one of India’s leading financial services conglomerates, providing comprehensive financial solutions to both individuals and institutions across India and globally since 1993. With a strong workforce of over 2,500 employees, the company operates through 28 branches in India and 4 international offices in London, Hong Kong, Dubai, and Nairobi. Choice International is structured into multiple subsidiaries offering services such as investment banking, portfolio management, taxation, insurance, corporate finance, and business advisory, among others. With a mission of 'Nurturing Financial Excellence,' the firm is dedicated to being a trusted financial partner while maintaining a commitment to corporate social responsibility.

Role Description

The Wealth Manager is a full-time, on-site role based in the Kolkata metropolitan area. The individual in this role will be responsible for comprehensive financial planning, managing client investment portfolios, recommending financial strategies, and providing tailored insurance solutions. Day-to-day tasks include meeting with clients, analyzing financial goals, identifying investment opportunities, and staying updated on market trends. The role involves building strong client relationships, offering personalized wealth management services, and ensuring clients achieve financial growth aligned with their objectives.

Qualifications

• Expertise in Financial Planning to develop personalized strategies for clients’ financial growth
• Proficiency in Investment Management and Investments, with a strong understanding of markets and asset classes
• Knowledge of Finance and ability to provide tailored financial advisory services
• Experience in Insurance for recommending appropriate risk management solutions
• Strong interpersonal and communication skills to build client trust and long-term relationships
• Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus
• Bachelor’s degree in Finance, Economics, Business, or a related field