Understand sophisticated financial objectives

We are looking for a smart, polished, client-focused Wealth Manager who can manage and grow relationships with Retail, HNI and UHNI clients and provide end-to-end wealth-management solutions

The candidate should be able to:

- Build trust with affluent clients
- Handle confidential financial information professionally
- Develop long-term client relationships
- Present investment solutions with confidence
- Communicate complex financial concepts in simple language

The Wealth Manager will be expected to:

- Generate and develop HNI/UHNI leads
- Build a strong personal and skilled network
- Convert prospects into clients
- Conduct independent client meetings
- Deliver investment presentations
- Develop referral-based business
- Build and maintain a high-value client pipeline

Responsibilities include

- Monitoring existing client portfolios
- Reviewing investment performance
- Understanding changing financial objectives
- Identifying portfolio gaps
- Recommending suitable rebalancing
- Cross-selling/up-selling relevant investment solutions
- Maintaining regular client reviews and updates

Pay: ₹250,000.00 - ₹400,000.00 per year

Work Location: In person

📌 Wealth Manager (Kolkata)
🏢 Webmaa
📍 Kolkata