Wealth Manager

Arhamwealth; Kolkata District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

A financial services firm located in Kolkata is seeking an experienced Wealth Manager. The role involves managing high-net-worth clients, providing tailored wealth management solutions, and building long-term relationships. Ideal candidates should have a graduation in finance or commerce, with 2-3 years in wealth management or financial services, along with excellent communication and investment knowledge. This position offers a salary based on industry standards.

Qualifications

• 2-3 years of experience in wealth management or financial services.
• Strong knowledge of various investment products and markets.
• Excellent communication and relationship-building skills.
• Excellent communication and relationship-building skills.

Responsibilities

• Manage and grow a portfolio of clients.
• Provide personalized investment and wealth planning solutions.
• Advise clients on various financial products.
• Monitor portfolio performance and conduct reviews.
• Build and maintain long-term client relationships.
• Build long-term client relationships and ensure high satisfaction.
• Identify opportunities for cross-selling and upselling.
• Stay updated with market trends and regulatory changes.

Skills

Relationship-building

Investment knowledge

Financial goal understanding

Communication skills

Education

Graduation in Finance or Commerce

Job description

Overview

We are looking for an experienced Wealth Manager who can handle high-net-worth clients, build long-term relationships, and deliver customized wealth management solutions.

Company: Arham Wealth Management Pvt. Ltd.
Location: Kolkata, West Bengal
Salary: As per industry norms (based on experience & performance)

Responsibilities

• Manage and grow a portfolio of acquired and assigned clients.
• Understand clients’ financial goals and risk profiles.
• Provide personalized investment and wealth planning solutions.
• Advise clients on mutual funds, insurance, bonds, PMS, and other products.
• Monitor portfolio performance and conduct regular reviews.
• Build long-term client relationships and ensure high satisfaction.
• Identify opportunities for cross-selling and upselling.
• Stay updated with market trends and regulatory changes.

Eligibility Criteria

• Qualification: Graduation (Finance/Commerce preferred).
• Experience: 2–3 years in wealth management or financial services.
• Strong knowledge of investment products and markets.
• Excellent communication and relationship-building skills.

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