Back to Jobs

Wealth Manager

Peoplemint Consultants

Kolkata

Not Disclosed

2 - 3 Years

Full Time - Permanent

About Employer

Applicants:1

Posted on 14 May, 2025

In Office

Job Description | Responsibilities

Manage and acquire relationships with HNI/UHNI clients.
Offer tailored investment solutions based on clients' financial goals and risk appetite.
Promote PMS, AIF, and other wealth management products.
Conduct portfolio reviews and suggest rebalancing strategies.
Collaborate with internal teams to ensure seamless client service.

Overview

Industry - BANKING / FINANCIAL SERVICES / BROKING
Functional Area - Financial Services / Broking
Job Role - Wealth Manager
Employment type - Full Time - Permanent
Work Mode - In Office
Open To Hire - Differently Abled, Retired, Defence Veteran, Government Employees, Self Employed

Qualifications

Any Graduate - Any Specialization
Any Post Graduate - Any Specialization
Any Doctorate - Any Specialization

Job Related Keywords

Minimum 2 years of experience in wealth management or financial advisory. Expertise in PMS AIF and structured investment products. Strong knowledge of financial markets and investment strategies. Relevant certifications (NISM VA NISM XA XB ) preferred. Bachelor’s degree in Finance or related field: MBA/CFP/CFA is a plus.