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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 energetic 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 current 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 (India)
🏢 RECEX
📍 India