Wealth Manager

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: - ( - )

Experience: 2+ yrs

Location: Kolkata, West Bengal, India

As a Wealth Manager, you will lead the end‑to‑end relationship with high net worth individuals, designing and implementing customized financial plans that align with their long‑term goals while ensuring compliance with regulatory standards. You will leverage deep expertise in mutual funds, alternative investment funds, and portfolio management services to deliver superior returns and manage risk. Your role will involve actively acquiring and nurturing new HNI clients, building trust through transparent communication and value‑added advisory services. You will collaborate with cross‑functional teams to streamline product offerings and continually refine strategies based on evolving market dynamics. Your success will be measured by client satisfaction, portfolio performance, and growth of the client base within the Kolkata market.

• Develop and maintain robust relationships with high net worth individuals, understanding their financial aspirations and risk tolerance.

• Design comprehensive financial plans incorporating tax efficiency, estate planning, and retirement strategies.

• Source and acquire new HNI clients through networking, referrals, and scheduled outreach initiatives.

• Present and execute investment strategies using mutual funds, alternative investment funds, and custom portfolio solutions.

• Conduct periodic portfolio reviews, rebalance holdings, and recommend adjustments to meet performance targets.

• Stay abreast of market trends, regulatory changes, and product innovations to keep clients informed and engaged.

• Collaborate with product specialists to tailor solutions that meet client needs and optimize asset allocation.

• Deliver compelling pitch decks and investment proposals to prospective clients and internal stakeholders.

• Ensure rigorous compliance with KYC, AML, and other regulatory requirements across all client interactions.

• Mentor junior advisors and contribute to team knowledge sharing and process improvement initiatives.

• 2+ years of proven experience in HNI relationship management within the financial services sector.

• Strong track record of client acquisition and retention in competitive markets.

• In‑depth knowledge of mutual funds, alternative investment funds, and portfolio management techniques.

• Excellent communication skills, with the ability to translate complex investment concepts into client‑friendly language.

• Demonstrated ability to build trust and deliver personalized wealth solutions that exceed client expectations.

• Familiarity with wealth planning tools, CRM platforms, and financial modeling software.

• Strong analytical skills and a data‑driven approach to portfolio evaluation and performance measurement.

• Proactive mindset with a passion for continuous learning and staying ahead of industry developments.

• Excellent networking ability and presence in the Kolkata business community.

• Regulatory acumen and commitment to maintaining the highest ethical standards in wealth management.