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Wealth Manager

0 years

0 Lacs

Kolkata, West Bengal, India

Posted:2 weeks ago| Platform: Linkedin logo

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Skills Required

service trading research portfolio management planning finance portfolios communication certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description Choice is a leading financial service provider offering services in Stock market, Mutual Fund, Insurance, and Loans. As part of the Choice Group, a diversified conglomerate, Choice employs over 6000 professionals with a nationwide and international presence. Choice Broking is a member of various stock exchanges and offers a range of services including a proprietary trading platform, expert research team, and portfolio management services. Role Description This is a full-time on-site Wealth Manager role located in Kolkata at Choice. The Wealth Manager will be responsible for financial planning, investment management, overseeing investments, finance management, and insurance services. The role involves working closely with clients to optimize their financial portfolios. Qualifications Financial Planning and Finance Management skills Investment Management and Investments expertise Knowledge of Insurance practices Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Ability to work in a fast-paced environment Relevant certifications like CFA, CFP, or equivalent Bachelor's or Master's degree in Finance, Economics, Business, or related field Show more Show less

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