E
Eureka Stock And Share Broking Services
Wealth Manager
Skills
Financial PlanningMarket Research
1 year ago
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Important information
Contract type:
Permanent
Location:
Kolkata, West Bengal, India
Work mode:
Onsite
Published on:
14 October 2026
What they need
- Build and maintain strong relationships with HNI / Ultra HNI clients by understanding their financial goals, risk tolerance, and investment preferences.
- Conduct comprehensive economic and financial assessments to identify areas for client portfolio improvement and growth.
- Develop personalised financial plans and investment strategies aligned with client objectives and risk appetite.
- Recommend appropriate investment products, such as equities, bonds, mutual funds, and alternative investments, based on in-depth market research and analysis.
- Monitor and regularly review investment portfolios, making adjustments as necessary based on market dynamics and client needs.
- Provide clients with ongoing, proactive financial advice and wealth management solutions, addressing queries promptly.
- Collaborate with internal departments to deliver comprehensive financial solutions.
- Contribute to the companys financial goals through high-quality, personalised financial planning services.
- Stay informed on market trends, regulatory developments, and economic updates to provide accurate, up-to-date guidance to clients.
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