Wealth Manager
KolkataFull-time2–5 yrsPosted 3 days ago
Mid-level finance role at Weekday AI in Kolkata. Needs 2+ years.
About the role
As a Wealth Manager, you will lead the end‑to‑end relationship with high net worth individuals, designing and implementing customized financial plans that align with their long‑term goals while ensuring compliance with regulatory standards. You will leverage deep expertise in mutual funds, alternative investment funds, and portfolio management services to deliver superior returns and manage risk.
What you'll do
- Lead the end‑to‑end relationship with high net worth individuals, designing and implementing customized financial plans that align with their long‑term goals while…
- Leverage deep expertise in mutual funds, alternative investment funds, and portfolio management services to deliver superior returns and manage risk
- Collaborate with cross‑functional teams to streamline product offerings and continually refine strategies based on evolving market dynamics
What you need
- Financial modelling
- Mutual funds
- Portfolio management
- KYC
- AML
- Wealth management
Good to have
- CRM