Wealth Manager

Recex.co

8 years

0 Lacs

kolkata west bengal india

Posted:1 day ago| Platform:

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Skills Required

portfolio network portfolios research ethics management taxation communication presentation certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

Acquire, manage, and grow a portfolio of HNI/UHNI clients
Provide personalized investment advice and cross sell products across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments (12+ investment products)
Leverage your existing client relationships and network to onboard new clients
Track client portfolios and deliver consistent performance reviews and reporting
Collaborate with in-house research and advisory teams to deliver insights and strategies
Maintain high standards of ethics and professionalism

Ideal Candidate Profile

4â8 years of relevant sales experience in Wealth management, Stock broking, Asset Management companies or Private Banking (Wealth arm of banks)
Existing client book and AUM mandatory
Sound understanding of capital markets, financial products, taxation, and compliance
Excellent communication, presentation, and relationship management skills
Available to join within 30 days or less
Certifications such as NISM, CFP etc. (preferred but not mandatory)

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