Required Wealth Manager in 24 Parganas WB

Full Time
Employment Information

Job Overview: Join our team as a Wealth Relationship Manager in 24 Parganas, West Bengal where you will be responsible for managing client portfolios and providing financial advisory services.

Job Details: As a Wealth Relationship Manager, you will work closely with clients to understand their financial goals, create customized investment strategies, and ensure their financial well-being.

Responsibilities:

  • Build and maintain relationships with clients
  • Develop personalized financial plans
  • Monitor investment performance
  • Provide wealth management advice
  • Stay updated on financial market trends

Requirements:

  • Bachelor's degree in Finance or related field
  • Proven experience in wealth management
  • Strong analytical and communication skills
  • Financial industry certifications a plus

Benefits:

  • Competitive salary
  • Health and wellness benefits
  • Professional development opportunities

Other Details: This role offers a dynamic work environment in 24 Parganas, West Bengal with opportunities for career growth and advancement within the financial industry.

We encourage passionate individuals with a drive for financial success to apply and become part of our dedicated team in 24 Parganas, West Bengal.