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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 solid 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 • 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
- Adaptable work environment

📌 Urgent job opening for Wealth manager for one of the leading Financial services company in Kolkata
🏢 RECEX
📍 Kolkata