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WEALTH MANAGER

Peoplemint Consultants
In Office
2 - 3 Years
Not Disclosed
Full Time - Permanent
Kolkata

Views:222

Applicants:1

Posted on 14 May, 2025

Sorry, this vacancy has been closed and is no longer accepting applications.

Overview
  • Industry - BANKING / FINANCIAL SERVICES / BROKING
  • Functional Area - Financial Services / Broking
  • Job Role - Wealth Manager
  • Employment type - Full Time - Permanent
  • Work Mode - In Office
  • Open To Hire - Differently Abled, Retired, Defence Veteran, Government Employees, Self Employed
Job Description | Role and Responsibilities

  • Manage and acquire relationships with HNI/UHNI clients.

  • Offer tailored investment solutions based on clients' financial goals and risk appetite.

  • Promote PMS, AIF, and other wealth management products.

  • Conduct portfolio reviews and suggest rebalancing strategies.

  • Collaborate with internal teams to ensure seamless client service.

Candidate Profile | Who Can Apply
Education
  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization
Job Related Keywords
About Employer
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Sorry, this vacancy has been closed and is no longer accepting applications.

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