Wealth Manager (2-4 Yrs) | Kolkata

Role Summary:
We are seeking a motivated and analytical Wealth Manager with 2-4 years of experience and an MCA degree to join our dynamic team in Kolkata. The ideal candidate will be responsible for managing client portfolios, providing financial advice, and driving wealth growth strategies. This role requires a strong understanding of financial markets, investment products, and client relationship management.

Key Responsibilities:
- Develop and implement personalized investment strategies for high-net-worth clients.
- Conduct in-depth market research and analysis to identify investment opportunities.
- Monitor client portfolios and rebalance them as needed to align with market conditions and client objectives.
- Provide expert financial planning advice, including retirement planning, tax planning, and estate planning.
- Build and maintain strong, long-term relationships with clients, understanding their financial goals and risk tolerance.
- Ensure compliance with all regulatory requirements and company policies.
- Collaborate with internal teams to offer comprehensive financial solutions.
- Prepare regular performance reports for clients and management.