We're Hiring | Investment Counselor or Advisor (Wealth Management)

Are you passionate about investments, capital markets, and delivering exceptional advisory solutions to HNI/UHNI clients?

Join a leading financial services organization as an Investment Product Specialist and work alongside experienced Wealth Managers to provide investment insights, portfolio support, and product expertise.

Location: Multiple Locations
Experience: 515 Years

Key Responsibilities:

Partner with Wealth Managers to advise HNI/UHNI clients on investment opportunities.
Provide research-backed recommendations on Equities, Mutual Funds, PMS, AIFs, Bonds, Fixed Income, Structured Products, and other investment solutions.
Conduct client meetings, portfolio reviews, and investment discussions.
Share market insights, research reports, and investment updates with clients and internal teams.
Assist in preparing financial reports, portfolio reviews, and client presentations.
Track market trends, economic developments, and competitor offerings to identify investment opportunities.
Support client acquisition,



engagement, and activation of dormant client relationships.
Participate in client seminars, investor meets, and regional HNI engagement events.

Preferred Candidate Profile:

Graduate/Postgraduate in any discipline.
5–15 years of experience in Wealth Management, Investment Advisory, Private Banking, Capital Markets, or Financial Services.
Strong knowledge of Equities, Mutual Funds, PMS, AIFs, Bonds, Fixed Income, Structured Products, and other investment products.
Experience in managing or advising HNI/UHNI clients.
Excellent analytical, presentation, communication, and relationship management skills.
AMFI, NISM, CFP, or other relevant certifications will be an added advantage.

If you're passionate about helping clients build long-term wealth while working with a agile investment advisory team, we'd love to hear from you!

Apply Now:
[email protected]
+91 (phone hidden)

📌 Investment Counselor (Kolkata)
🏢 WOW Softech
📍 Kolkata