Job Overview: Join our team as a Wealth Relationship Manager in Burdwan, West Bengal. In this role, you will be responsible for managing client relationships and providing personalized financial advice to help clients achieve their wealth management goals.

Job Details: As a Wealth Relationship Manager, you will work closely with clients to understand their financial needs, develop customized investment strategies, and monitor their portfolios to ensure alignment with their objectives.

Responsibilities:

• Build and maintain strong relationships with clients
• Assess clients' financial goals and risk tolerance
• Create personalized financial plans and investment recommendations
• Monitor and adjust client portfolios as needed
• Provide ongoing financial guidance and education to clients

Requirements:

• Bachelor's degree in Finance, Economics, or related field
• Series 7 and 66 licenses
• Proven experience in wealth management or financial advisory
• Strong communication and interpersonal skills

Benefits:

• Competitive salary and bonus structure
• Comprehensive benefits package
• Opportunities for professional development and advancement

Other Details: This position offers a unique opportunity to work with a diverse client base in Burdwan, West Bengal. If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced environment, we encourage you to apply.

We look forward to welcoming dedicated professionals to our team who are committed to delivering exceptional service and value to our clients.