Wealth Manager

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹50,000–90,000 a month
Location
Kolkata, West Bengal
Work mode
On-site
Job type
Full time
Experience
3–8 yrs
Category
Wealth Management

In hand: about ₹45,000–81,200 a month after PF and income tax (estimate). How it's worked out

Join our client as a Wealth Manager to guide clients on investment strategies and portfolio management.

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About the role

As a Wealth Manager, you will collaborate with high-net-worth clients to craft tailored investment strategies that meet their unique financial objectives. This role is suited for individuals who possess a strong passion for finance and outstanding interpersonal skills.

Your responsibilities will include analyzing market trends, managing diverse investment portfolios, and offering expert guidance on asset allocation. Our client promotes a dynamic work environment that fosters professional development and encourages continuous learning, making this an exciting opportunity for motivated professionals seeking to advance their careers in finance.

What you'll do

  • Develop investment strategies for clients
  • Manage investment portfolios
  • Analyze market trends
  • Provide financial advice

What you'll need

  • Degree in finance or related field
  • 3-8 years of experience in wealth management
  • Strong analytical and communication skills

Skills

Investment analysis Client relationship management Financial planning

Good to have

Experience with wealth management software Public speaking skills

Benefits

  • Competitive salary
  • Health and wellness programs
  • Ongoing training and development

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 responsibilities will I have in this role?
You will guide clients on investments, manage portfolios, and analyze market trends.
What qualifications are needed for this position?
A degree in finance or a related field and experience in wealth management is required.
Is this job onsite or remote?
This is an onsite role in Salt Lake Sector V, Kolkata.
What is the salary range for this job?
The salary ranges from INR 50,000 to INR 90,000 per month.
How can 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.

Listing last updated

Wealth Manager

₹50,000–90,000 a month

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