Job description

Role Overview:

We are seeking a highly experienced and results-driven Senior Wealth Manager/ Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep
understanding of investment strategies, financial planning, and client relationship management. This role demands strong
leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions.

Key Responsibilities:

Client Advisory Relationship Management:
o Manage and grow a portfolio of HNW UHNW clients by providing tailored investment strategies and financial
planning solutions.
o Build and maintain long-term client relationships, ensuring high levels of trust and satisfaction.
o Conduct regular portfolio reviews and rebalancing based on market trends and client objectives.
Investment Strategy Portfolio Management:
o Develop, implement, and monitor comprehensive wealth management strategies aligned with client goals.
o Stay updated with financial market trends, regulatory changes, and investment products.
o Offer guidance on asset allocation, tax optimization, estate planning, and risk management.
Business Development Revenue Generation:
o Identify new business opportunities, acquire new clients, and expand the companys market share.
o Develop strong referral networks through partnerships, events, and client recommendations.
o Work towards achieving revenue and AUM (Assets Under Management) targets.
Compliance Risk Management:




o Ensure strict compliance with SEBI regulations, RBI guidelines, and company policies.
o Conduct due diligence and risk assessments for clients investment portfolios.
o Maintain accurate client records, KYC compliance, and periodic financial reviews.
Team Collaboration Leadership:
o Work closely with research analysts, investment teams, and other departments to deliver superior client solutions.
o Mentor and support junior wealth managers in developing their skills and expertise.

Key Qualifications Skills:
10-20 years of experience in wealth management, Investment Banking, or financial advisory.
Strong knowledge of investment products, mutual funds, alternative investments, insurance, tax planning, and estate
planning.
Excellent networking and business development skills with a proven track record in client acquisition.
CFP, CFA, CA, or MBA (Finance) from Tier 1 College preferred.
Proficiency in financial tools, CRM platforms, and Excel-based financial modeling.
Exceptional communication, interpersonal, and presentation skills.
Compensation Perks:
Competitive fixed salary + performance-based incentives.
Comprehensive benefits package (health insurance, retirement plans, etc.).
Opportunities for career growth and leadership roles.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Sr. Wealth Manager (Kolkata)
🏢 Alpha Capital
📍 Kolkata