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Nuvama Wealth
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Wealth Manager

Wealth Manager

Nuvama Wealth

0 years

0 Lacs

Kolkata West Bengal India

Posted:2 months ago| Platform:

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Skills Required

portfolios planning strategies monitoring compliance regulations finance management communication certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description We suggest you enter details here. Role Description This is a full-time on-site role located in Kolkata for a Wealth Manager. The Wealth Manager will be responsible for developing and maintaining client relationships, providing tailored financial advice, managing investment portfolios, and assisting clients with financial planning. Day-to-day tasks will include assessing client financial goals, formulating financial strategies, monitoring investment performance, and ensuring compliance with financial regulations. Qualifications Financial Planning and comprehensive Finance knowledge Skills in Investment Management and understanding of Investments Proficiency in Insurance fundamentals Excellent interpersonal and communication skills Ability to work independently and collaboratively Relevant certifications such as CFP or CFA are a plus Bachelor's degree in Finance, Economics, Business, or related field Show more Show less

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Wealth Manager