Relationship Manager/ Private Wealth FundsIndia Private Wealth
FundsIndia Private Wealth
Office Location
Full Time
Experience: 2 - 2 years required
Pay:
Salary Information not included
Type: Full Time
Location: Kolkata
Skills: Financial advisory, Strong interpersonal, Communication skills, Knowledge of financial markets, Investment Products, Experience in wealth management, Ability to assess, analyze clients financial needs, Client Relationship Management skills, Professional certifications such as CFA, CFP are a plus
About FundsIndia Private Wealth
Job Description
Company Description We suggest you enter details here. Role Description This is a full-time on-site role located in Kolkata for a Relationship Manager/Private Wealth. The role involves managing client relationships, providing personalized wealth management services, assessing clients" financial goals, and recommending appropriate investment strategies. Qualifications Strong interpersonal and communication skills Knowledge of financial markets and investment products Experience in wealth management or financial advisory Ability to assess and analyze clients" financial needs Client relationship management skills Professional certifications such as CFA or CFP are a plus Bachelor's degree in Finance, Economics, Business, or related field,