We are seeking a motivated and dedicated Relationship Manager Wealth to join our team in Siliguri. In this role, you will be responsible for managing client relationships and providing tailored wealth management solutions.

Key Responsibilities:

1. Client Engagement: Develop and maintain strong relationships with clients, understanding their financial needs and objectives to offer suitable wealth management services.

2. Portfolio Management: Assist clients in creating and managing investment portfolios, ensuring they align with their financial goals and risk tolerance.

3. Market Research: Stay updated on market trends and financial products, providing clients with insightful recommendations based on thorough analysis.

4. Compliance: Ensure that all client interactions and transactions comply with regulatory requirements and internal policies, safeguarding both the clients' and the company's interests.

Required Skills and Expectations:

Candidates should have 1 to 4 years of relevant experience in wealth management or financial services.



A graduate degree is necessary for this position. Strong communication and interpersonal skills are essential for effectively engaging with clients and understanding their needs. Candidates must demonstrate a solid understanding of financial products, investment strategies, and market dynamics. A proactive approach to problem-solving and the ability to work collaboratively in a team environment are also significant for success in this role. The position requires commitment and a willingness to work from the office, ensuring constant availability for client meetings and interactions.

- Experience

1 - 4 Years

- No. of Openings

20

- Education

Graduate (B.A, B.Arch, B.C.A, B.B.A, B.Com, B.Sc, Professional Degree)

- Role

Relationship Manager Wealth

- Industry Type

Banking

- Gender

[ Male / Female ]

- Job Country

India

- Type of Job

Full Time

- Work Location Type

Work from Office

📌 Looking For Relationship Manager Wealth (Siliguri)
🏢 NB Consultancy Services
📍 Siliguri