Wealth Manager
Riddhi Siddhi Career Point
Posted
2 weeks ago
Greater Kolkata Area
Onsite
INR 60K
Mid Level
Full Time
Sema Summary
The Wealth Manager at Riddhi Siddhi Career Point will be responsible for managing client portfolios and providing financial advice to maximize their investments. Candidates should possess strong interpersonal skills and a solid understanding of financial markets. This is a full-time, on-site position based in Greater Kolkata Area, requiring mid-level experience in financial services. The role primarily involves client management, investment strategy formulation, and financial planning, ensuring clients meet their financial goals.
About Company
Riddhi Siddhi Career Point specializes in career development and financial consulting, helping clients enhance their financial standing through expert advice and tailored solutions.
Core Requirements
- Bachelor's degree in Finance or related field
- 3+ years of experience in wealth management
- Proven track record of managing client portfolios
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
Responsibilities
- Manage client portfolios and investment strategies
- Conduct financial assessments to understand client needs
- Develop personalized financial plans for clients
- Monitor market trends and investment performance
- Advise clients on investment opportunities
- Maintain and strengthen client relationships
- Prepare regular reports on portfolio performance
Must Have skills
Nice To Have Skills
Tools Knowledge Requried
Job Keywords
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