Wealth Manager - Private Banking - Banking/Financial Services

- Wealth Manager:

• Department: Private Client Group (PCG)
• Position: Wealth Manager
• Location: Kolkata
• Employment Type: Full-Time

Total Experience: 2 - 6 years

Job Summary:

We are looking for an experienced and client-focused Wealth Manager to manage and develop relationships with HNI and UHNI clients. The candidate will be responsible for understanding clients' financial goals and risk profiles and providing suitable investment and wealth-management solutions across various financial products.

Key Responsibilities:

• Manage and develop long-term relationships with HNI/UHNI clients.
• Understand clients' financial objectives, investment preferences and risk tolerance.
• Provide suitable investment solutions across Equity, Mutual Funds, SIPs, Bonds, Insurance and other financial products.
• Acquire new HNI clients and expand the existing client base through referrals and networking.
• Generate and manage leads through personal networks, references and other business channels.
• Conduct regular portfolio reviews and provide clients with relevant investment updates.
• Coordinate with Equity Research, Dealers and Advisory teams to provide comprehensive client support.
• Assist clients with Demat and Trading Account opening and related requirements.
• Identify opportunities for cross-selling financial products and services.
• Conduct client meetings, both physical and virtual, to understand requirements and present suitable solutions.
• Maintain regular follow-ups with clients and ensure a high level of client satisfaction.
• Monitor market developments and stay updated on financial products and investment trends.
• Maintain accurate client records and ensure compliance with company policies and applicable regulatory requirements.

Required Skills:

• Strong relationship management and client-handling skills.
• Excellent verbal and written communication skills.
• Good knowledge of Equity, Mutual Funds, SIPs, Bonds, Insurance and other investment products.
• Strong understanding of financial markets and investment concepts.
• Ability to understand client risk profiles and financial objectives.
• Strong networking, business-development and presentation skills.
• Ability to build and maintain long-term HNI client relationships.
• Good negotiation and interpersonal skills.
• Target-oriented and self-motivated approach.

Educational Qualification:

• Graduate in BBA, B.Com, Finance, Economics or a related field.
• MBA/PGDM in Finance or Marketing will be an added advantage.
• Relevant NISM certifications will be preferred.

Experience:

• 2 - 6 years of relevant experience in Wealth Management, Private Banking, Broking, Financial Advisory, Relationship Management or Investment Products.
• Experience in handling HNI/UHNI clients will be preferred.
• Candidates with a strong existing client network will have an added advantage.

Key Performance Areas (KRA):

• HNI/UHNI client acquisition and relationship management.
• Revenue and AUM growth.
• Client retention and engagement.
• Cross-selling of financial products.
• Portfolio review and client servicing.
• New Demat and Trading Account acquisition.
• Achievement of assigned business targets.
• Compliance with internal policies and applicable regulatory requirements.