Urgent job opening for Wealth manager for one of the leading Financial services company in Kolkata

Recex

  • Kolkata, West Bengal
  • Permanent
  • Full-time
  • 16 days ago
Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India.Role OverviewWe are looking for a dynamic and result-oriented Wealth Manager with 4–8 years of experience in the financial services industry.The ideal candidate should have a proven track record of managing HNI/UHNI clients, a healthy AUM, and the ability to attract and retain high-quality clients through strong relationship management and advisory capabilities. PRIOR EXPERIENCE IS MANDATORYKey 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
  • 4–8 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)
What We Offer
  • Attractive performance-based incentives and revenue sharing
  • Access to best-in-class research and advisory support
  • Modern, tech-driven platform for seamless client servicing
  • Wide basket of products and services to offer clients
  • Flexible work environment

Recex