About the role
In this role, you will focus on understanding clients' financial goals and advising them on investment strategies. You will work closely with financial planners to develop tailored wealth management solutions. Ideal candidates will have a passion for finance and strong interpersonal skills, as you'll engage directly with clients to build lasting relationships. The team offers a dynamic environment with opportunities for professional growth and advancement.
What you'll do
- Develop and manage client relationships.
- Provide tailored investment advice based on client goals.
- Conduct market research to inform financial strategies.
- Collaborate with financial planners to create comprehensive plans.
What you'll need
- Bachelor's degree in finance, economics, or a related field.
- 2-5 years of experience in wealth management or financial services.
- Strong interpersonal and communication skills.
Skills
Financial analysis and investment knowledge.
Excellent communication and client management skills.
Ability to work in a team-oriented environment.
Good to have
Experience with portfolio management tools.
Certifications like CFP or CFA.
Benefits
- Competitive salary and performance-based bonuses.
- Access to ongoing professional development.
- Comprehensive health insurance.
Interested in this role?
It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.
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Questions about this job
What are the main responsibilities of this role?
You will advise clients on investment strategies, manage their portfolios, and assist in financial planning.
What qualifications are required?
A degree in finance, economics, or a related field, along with relevant work experience.
What is the work environment like?
The role is onsite in a collaborative office environment in Park Street, Kolkata.
What is the expected salary range?
The salary ranges from INR 50,000 to INR 80,000 per month based on experience.
How do I apply for this position?
Click "Apply Now" on this page to apply through BFSI Jobs. BFSI Jobs is recruiting for this role on behalf of a client employer.
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