Job Description – Wealth Manager

Company: Arham Wealth Management Pvt. Ltd.
Location: Kolkata, West Bengal
Salary: As per industry norms (based on experience & performance)

Role Overview

We are looking for an experienced Wealth Manager who can handle high-net-worth clients, build long-term relationships, and deliver customized wealth management solutions.

• Key Responsibilities
• Manage and grow a portfolio of acquired and assigned clients.
  Understand clients’ financial goals and risk profiles.
  Provide personalized investment and wealth planning solutions.
  Advise clients on mutual funds, insurance, bonds, PMS, and other products.
  Monitor portfolio performance and conduct regular reviews.
  Build long-term client relationships and ensure high satisfaction.
  Identify opportunities for cross-selling and upselling.
  Stay updated with market trends and regulatory changes.
  
  Eligibility Criteria
• Qualification: Graduation (Finance/Commerce preferred).
  Experience: 2–3 years in wealth management or financial services.
  Strong knowledge of investment products and markets.
  Excellent communication and relationship-building skills.