Wealth Manager/Senior Wealth Manager (10-30 Yrs) Kolkata (BFSI Sales) by BHAVYANSH INFOTECH

Updazz.com (July-2017 से पंजीकृत) ने 5 दिन पहले इस नौकरी को पोस्ट किया था

Join Our Elite Wealth Management Team !Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact.Key Responsibilities : Client Relationship Management :Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to offer personalized solutions. Wealth & Investment Solutions :- Provide bespoke wealth management services, including corporate investment portfolio management, cash flow strategies, and tax-efficient wealth growth plans. Strategic Business Development :- Identify and capitalize on new business opportunities by leveraging networks, referrals, and existing relationships. Drive expansion by acquiring high-net-worth corporate clients. Corporate Financial Planning :- Offer comprehensive financial solutions, such as succession planning, employee benefits, retirement plans, and structured wealth transfer strategies, ensuring long-term corporate stability. Cross-Functional Collaboration :- Work closely with investment advisors, tax specialists, legal experts, and insurance professionals to deliver a seamless and holistic financial experience for corporate clients. Market Intelligence & Advisory :- Stay ahead of market trends, corporate finance best practices, and regulatory updates. Provide strategic insights to help clients mitigate risks and capitalize on investment opportunities. Client Retention & Service Excellence :- Deliver exceptional client service with personalized attention, ensuring long-term engagement and trust. Foster deep relationships through consistent value-driven interactions. Risk Management & Compliance :Adhere to regulatory requirements and company policies, ensuring ethical wealth management practices while maintaining the highest standards of compliance and client confidentiality.Why Join Us?- Work with a team of industry-leading financial experts.- Access to cutting-edge financial tools and resources.- Unparalleled growth opportunities in a thriving financial sector.- Competitive compensation and performance-driven incentives.- A collaborative, client-centric, and innovative work culture.If you re ready to make a mark in corporate wealth management, we want to hear from you! Apply today and take your career to new heights. (ref:updazz.com)

Payroll Type : Permanent