Home
Jobs
Companies
Resume

Posted:7 hours ago| Platform: Linkedin logo

Apply

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

More Jobs at Nuvama Wealth

Senior Wealth Manager

Chennai, Tamil Nadu, India

Experience: Not specified

|

Salary: Not disclosed

Wealth Manager

Ahmedabad, Gujarat, India

Experience: Not specified

|

Salary: Not disclosed

Senior Wealth Relationship Manager

Mumbai, Maharashtra, India

5.0 - 5.0 yrs
|

Salary: Not disclosed

Relationship Manager

Delhi, India

2.0 - 2.0 yrs
|

Salary: Not disclosed

Relationship Manager

Delhi, India

2.0 - 2.0 yrs
|

Salary: Not disclosed

Mock Interview

Practice Video Interview with JobPe AI

Start Portfolios Interview Now

My Connections Nuvama Wealth

Download Chrome Extension (See your connection in the Nuvama Wealth )

chrome image
Download Now
Nuvama Wealth
Nuvama Wealth

7 Jobs

RecommendedJobs for You

Sharekhan logo

Wealth Manager

Sharekhan

Bengaluru

Nuvama Wealth logo

Wealth Manager

Nuvama Wealth

Kolkata, West Bengal, India

QuickTurtle logo

Wealth Manager

QuickTurtle

Mumbai

Creative Hands HR logo

Wealth Manager

Creative Hands HR

Chennai

QuickTurtle logo

Wealth Manager

QuickTurtle

Chandigarh, Hyderabad, Bengaluru

QuickTurtle logo

Wealth Manager

QuickTurtle

Thane, Hyderabad, Bengaluru

Ocean Finvest logo

Wealth Manager

Ocean Finvest

Bhopal, Madhya Pradesh, India

Eureka Stock & Share Broking Services Ltd logo

Wealth Manager

Eureka Stock & Share Broking Services Ltd

Kolkata metropolitan area, West Bengal, India

Zetheta Algorithms Private Limited logo

Wealth Manager

Zetheta Algorithms Private Limited

India

Wealth Manager

Brainwire Analytics

Bengaluru