Wealth Manager

JB Group of companies

0 years

0 Lacs

Greater Kolkata Area

Posted:19 hours ago| Platform:

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Skills Required

risk strategies research monitoring portfolios management planning portfolio analysis

Work Mode

On-site

Job Type

Full Time

Job Description

Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
Collaborating with internal teams, to offer comprehensive financial solutions to clients.
Helping the company meet its financial objectives through personalised financial planning.
Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Skills: investment,bonds,building,conducting,equities,hni,financial planning,relationship management,alternative investments,wealth,wealth manager,risk,developments,market research,portfolio management,wealth management,financial analysis,investment strategies

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