Job Overview:

We are seeking a First Wealth Relationship Manager to join our team in Malda, West Bengal. This role involves providing personalized financial solutions to clients to help them achieve their wealth management goals.

Job Details:

The First Wealth RM will be responsible for building and maintaining relationships with high-net-worth individuals, offering investment advice, and ensuring client satisfaction.

Responsibilities:

• Develop and implement personalized wealth management strategies.
• Provide investment advice and financial planning services.
• Build and maintain strong relationships with clients.
• Monitor and review client portfolios to ensure alignment with financial goals.
• Stay updated on market trends and investment opportunities.

Requirements:

• Bachelor's degree in Finance, Economics, or related field.
• Series 7 and Series 66 licenses required.
• Proven experience in wealth management or financial advisory.
• Excellent communication and interpersonal skills.

Benefits:

• Competitive salary and bonus structure.
• Comprehensive health and wellness benefits.
• Opportunities for professional growth and development.

Other Details:

This role offers a unique opportunity to work with affluent clients in Malda, West Bengal, and make a meaningful impact on their financial well-being. Join our team and be part of a dynamic and supportive work environment.

We look forward to receiving your application and welcoming you to our team!