๐ง๐ต๐ถ๐ ๐ฟ๐ผ๐น๐ฒ ๐ถ๐ ๐ณ๐ผ๐ฟ ๐ผ๐ป๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ช๐ฒ๐ฒ๐ธ๐ฑ๐ฎ๐'๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐
๐ฆ๐ฎ๐น๐ฎ๐ฟ๐ ๐ฟ๐ฎ๐ป๐ด๐ฒ: ๐ฅ๐ ๐ญ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ - ๐ฅ๐ ๐ญ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ (๐ถ๐ฒ ๐๐ก๐ฅ ๐ญ-๐ญ๐ฌ ๐๐ฃ๐)
Experience: 2+ yrs
Location: Kolkata, West Bengal, India
As a Wealth Manager, you will lead the endโtoโend relationship with high net worth individuals, designing and implementing customized financial plans that align with their longโterm goals while ensuring compliance with regulatory standards. You will leverage deep expertise in mutual funds, alternative investment funds, and portfolio management services to deliver superior returns and manage risk. Your role will involve actively acquiring and nurturing new HNI clients, building trust through transparent communication and valueโadded advisory services. You will collaborate with crossโfunctional teams to streamline product offerings and continually refine strategies based on evolving market dynamics. Your success will be measured by client satisfaction, portfolio performance, and growth of the client base within the Kolkata market.
Requirements
๐๐ฒ๐ ๐ฅ๐ฒ๐๐ฝ๐ผ๐ป๐๐ถ๐ฏ๐ถ๐น๐ถ๐๐ถ๐ฒ๐
โข Develop and maintain robust relationships with high net worth individuals, understanding their financial aspirations and risk tolerance.
โข Design comprehensive financial plans incorporating tax efficiency, estate planning, and retirement strategies.
โข Source and acquire new HNI clients through networking, referrals, and scheduled outreach initiatives.
โข Present and execute investment strategies using mutual funds, alternative investment funds, and custom portfolio solutions.
โข Conduct periodic portfolio reviews, rebalance holdings, and recommend adjustments to meet performance targets.
โข Stay abreast of market trends, regulatory changes, and product innovations to keep clients informed and engaged.
โข Collaborate with product specialists to tailor solutions that meet client needs and optimize asset allocation.
โข Deliver compelling pitch decks and investment proposals to prospective clients and internal stakeholders.
โข Ensure rigorous compliance with KYC, AML, and other regulatory requirements across all client interactions.
โข Mentor junior advisors and contribute to team knowledge sharing and process improvement initiatives.
๐ช๐ต๐ฎ๐ ๐ ๐ฎ๐ธ๐ฒ๐ ๐ฌ๐ผ๐ ๐ฎ ๐๐ฟ๐ฒ๐ฎ๐ ๐๐ถ๐
โข 2+ years of proven experience in HNI relationship management within the financial services sector.
โข Strong track record of client acquisition and retention in competitive markets.
โข Inโdepth knowledge of mutual funds, alternative investment funds, and portfolio management techniques.
โข Excellent communication skills, with the ability to translate complex investment concepts into clientโfriendly language.
โข Demonstrated ability to build trust and deliver personalized wealth solutions that exceed client expectations.
โข Familiarity with wealth planning tools, CRM platforms, and financial modeling software.
โข Strong analytical skills and a dataโdriven approach to portfolio evaluation and performance measurement.
โข Proactive mindset with a passion for continuous learning and staying ahead of industry developments.
โข Excellent networking ability and presence in the Kolkata business community.
โข Regulatory acumen and commitment to maintaining the highest ethical standards in wealth management.