Required Portfolio Manager

SALASAR SERVICES (INSURANCE BROKERS) PVT. LTD. • JOB DESCRIPTION

Manager Investments, Portfolio & Wealth Management

Building long-term wealth and family office relationships for Salasar's HNI and corporate client base

LOCATION

Kolkata Dalhousie / BBD Bagh

EXPERIENCE

5 – 10 Years

FUNCTION

Investments & Wealth Advisory

EMPLOYMENT TYPE

Full-Time, Permanent

About Salasar Services

Salasar Services (Insurance Brokers) Pvt. Ltd. is a Kolkata-based, IRDAI-regulated insurance broking firm serving corporate and individual clients across India. As the firm deepens its presence in the financial services ecosystem, this role is central to building out advisory capability for clients seeking guidance on investments, portfolio construction, and long-term wealth and family office planning alongside their risk and insurance needs.

Role Summary

We are looking for a finance professional with strong, hands-on experience in investments, portfolio management, and wealth management to advise a growing base of individual and corporate clients. The ideal candidate combines technical investment knowledge with the relationship skills to manage client portfolios end-to-end — from goal-based financial planning through to ongoing portfolio monitoring, rebalancing, and family office style stewardship of multi-generational wealth. This is a client-facing role based out of our Kolkata office in the Dalhousie / BBD Bagh financial district.

Key Responsibilities

Portfolio & Wealth Management

• Design and manage investment portfolios for individual and corporate clients across asset classes — mutual funds, equities, fixed income, PMS/AIF, and insurance-linked investment products.
• Conduct goal-based financial planning: retirement planning, children's education, tax planning, and wealth preservation strategies tailored to each client's risk profile.
• Monitor portfolio performance on an ongoing basis, rebalancing allocations in line with market conditions, client life-stage changes, and evolving risk appetite.
• Prepare and present periodic portfolio review reports, translating market and performance data into clear, actionable guidance for clients.

Client Relationship & Family Office Management

• Build and deepen relationships with HNI, corporate, and institutional clients, acting as their primary point of contact for investment and wealth matters.
• Serve as a family office point of contact for HNI and ultra-HNI clients — coordinating estate and succession planning, multi-generational wealth transfer, trust structuring, and consolidated reporting across family members and entities.
• Onboard new clients through structured risk-profiling and financial needs analysis.
• Liaise with clients' other advisors — CAs, lawyers, and bankers — to ensure investment strategy stays aligned with each family's broader tax, legal, and succession planning.

Research, Compliance & Reporting

• Track market trends, economic indicators, and regulatory developments (SEBI, IRDAI, RBI) that impact client portfolios and advisory recommendations.
• Ensure all investment advice and documentation comply with applicable SEBI/IRDAI regulatory and KYC/AML requirements.
• Maintain accurate client records, transaction documentation, and portfolio reporting in line with internal and regulatory standards.
• Coordinate with product partners (AMCs, PMS providers, insurers) for product due diligence and client onboarding.

Candidate Requirements

Experience & Qualifications

• 3–10 years of experience in investments, portfolio management, or wealth management, with a proven client-servicing track record.
• Bachelor's degree in Finance, Commerce, Economics, or a related field; MBA (Finance) preferred.
• Demonstrated experience managing individual, corporate, or family office client portfolios end-to-end.

Preferred Certifications

• NISM Series V-A
• CFP
• CFA (any level)
• AMFI / ARN

Skills & Attributes

• Strong working knowledge of mutual funds, equities, fixed income, and structured/insurance-linked investment products.
• Sound understanding of portfolio construction, asset allocation, and risk-return principles.
• Excellent client relationship and consultative skills; comfortable advising HNI, corporate, and family office clients directly.
• Strong analytical ability with comfort in financial modelling and portfolio reporting tools.
• High integrity and attention to regulatory/compliance detail.
• Clear, confident communicator, both written and verbal.

Why Join Salasar

• Direct access to leadership and a flat, fast-moving decision structure — not a layered corporate matrix.
• Real ownership of a growing client and family office book from day one, with room to shape how the wealth advisory practice develops.
• Work at the intersection of insurance and wealth advisory, in one of Kolkata's most established broking houses, based in the heart of the city's financial district.

Interested candidates can share their resume at [email protected]