Job Overview:

We are seeking a Wealth Manager to join our team in 24 Parganas, West Bengal. As a Wealth Manager, you will be responsible for providing financial advice and investment strategies to clients to help them achieve their financial goals.

Job Details:

The Wealth Manager will work closely with clients to understand their financial objectives, assess their current financial situation, and develop personalized financial plans to guide them towards financial success.

Responsibilities:

• Conduct financial assessments for clients
• Create customized investment portfolios
• Monitor and adjust investment strategies
• Provide ongoing financial advice
• Stay updated on financial market trends

Requirements:

• Bachelor's degree in Finance or related field
• Certified Financial Planner (CFP) designation
• Strong analytical and communication skills
• Experience in financial planning

Benefits:

• Competitive salary
• Health insurance benefits
• Professional development opportunities

Other Details:

This position requires a proactive and client-focused approach to financial planning. The ideal candidate will have a passion for helping clients achieve their financial goals and a strong understanding of investment strategies.

We encourage motivated individuals with a passion for finance to apply for this exciting opportunity in 24 Parganas, West Bengal. Join our team and make a difference in the financial well-being of our clients.