Job Overview: Join our team as an HNI Expert and provide top-notch financial advice to high-net-worth individuals in Serampore, West Bengal. Be part of a dynamic environment where your expertise in wealth management will make a difference.

Job Details: As an HNI Expert, you will be responsible for managing a portfolio of high-net-worth clients, analyzing their financial needs, and recommending customized wealth management solutions to help them achieve their financial goals.

Responsibilities:

• Build and maintain relationships with high-net-worth clients
• Conduct financial analysis and develop personalized wealth management strategies
• Monitor and review client portfolios regularly
• Stay updated on market trends and investment opportunities
• Provide exceptional customer service and address client inquiries

Requirements:

• Bachelor's degree in Finance or related field
• Certified Financial Planner (CFP) designation preferred
• Proven experience in wealth management for high-net-worth individuals
• Strong communication and interpersonal skills

Benefits:

• Competitive salary and performance-based bonuses
• Opportunity for career growth and advancement
• Comprehensive training and development programs

Other Details: This position offers a great opportunity to work with affluent clients in Serampore, West Bengal, and make a positive impact on their financial well-being. Join our team and take your career in wealth management to the next level.

We welcome passionate individuals who are dedicated to providing exceptional financial services to apply for this rewarding position. Join us in Serampore, West Bengal, and embark on a fulfilling career as an HNI Expert!