Wealth Manager

Company Description

Navya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutionscrafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At Navya Nexus, we bridge the gap between HR expertise, recruitment excellence, and digital growth to empower both individuals and businesses. Our team of passionate professionals is committed to delivering impact-driven, customized, and measurable solutions that fuel your success.

Role Description

This is a full-time, on-site role for a Wealth Manager located in Kolkata. The Wealth Manager will be responsible for managing a portfolio of high-net-worth individuals, providing financial planning, investment management, and personalized wealth management solutions. The role involves identifying clients financial goals, developing tailored investment strategies, and continuously monitoring and adjusting portfolios to ensure clients objectives are met. Additionally, the Wealth Manager will be expected to stay updated on market trends, provide regular reports to clients, and maintain strong client relationships.

Qualifications

• Financial Planning, Investment Management, and Wealth Management skills
• Experience in developing personalized investment strategies and advising clients
• Strong analytical skills and the ability to interpret market trends
• Excellent communication and interpersonal skills
• Professional certifications such as CFA, CFP, or equivalent are advantageous
• Bachelor's degree in Finance, Economics, Business, or related field
• Proven experience as a Wealth Manager or similar role