Job Description

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India.
Role Overview
We are looking for a dynamic and result-oriented Wealth Manager with 4-8 years of experience in the financial services industry.
The ideal candidate should have a proven track record of managing HNI/UHNI clients, a healthy AUM, and the ability to attract and retain high-quality clients through strong relationship management and advisory capabilities. PRIOR EXPERIENCE IS MANDATORY
Key Responsibilities

• Acquire, manage, and grow a portfolio of HNI/UHNI clients

• Provide personalized investment advice and cross sell products across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments (12+ investment products)

• Leverage your existing client relationships and network to onboard new clients

• Track client portfolios and deliver consistent performance reviews and reporting

• Collaborate with in-house research and advisory teams to deliver insights and strategies

• Maintain high standards of ethics and professionalism

Ideal Candidate Profile

• 4-8 years of relevant sales experience in Wealth management, Stock broking, Asset Management companies or Private Banking (Wealth arm of banks)

• Existing client book and AUM mandatory

• Sound understanding of capital markets, financial products, taxation, and compliance

• Excellent communication, presentation, and relationship management skills

• Available to join within 30 days or less o Certifications such as NISM, CFP etc. (preferred but not mandatory)

What We Offer

• Attractive performance-based incentives and revenue sharing

• Access to best-in-class research and advisory support

• Modern, tech-driven platform for seamless client servicing

• Wide basket of products and services to offer clients

• Flexible work environment

Skills Required