Wealth Manager

Eureka Stock And Share Broking Services

2 - 3 years

4 - 7 Lacs

Kolkata

Posted:8 hours ago| Platform:

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Skills Required

hni regulatory investment banking bonds investment market research investment products ultra portfolio investment portfolio relationship management investment strategies portfolio management wealth management mutual funds financial planning

Work Mode

Work from Office

Job Type

Full Time

Job Description

Build and maintain strong relationships with HNI / Ultra HNI clients by understanding their financial goals, risk tolerance, and investment preferences.
Conduct comprehensive economic and financial assessments to identify areas for client portfolio improvement and growth.
Develop personalised financial plans and investment strategies aligned with client objectives and risk appetite.
Recommend appropriate investment products, such as equities, bonds, mutual funds, and alternative investments, based on in-depth market research and analysis.
Monitor and regularly review investment portfolios, making adjustments as necessary based on market dynamics and client needs.
Provide clients with ongoing, proactive financial advice and wealth management solutions, addressing queries promptly.
Collaborate with internal departments to deliver comprehensive financial solutions.
Contribute to the companys financial goals through high-quality, personalised financial planning services.
Stay informed on market trends, regulatory developments, and economic updates to provide accurate, up-to-date guidance to clients.

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