Job Overview:

We are looking for a Wealth Counsellor to join our team in Barddhaman, West Bengal. As a Wealth Counsellor, you will provide financial guidance and support to clients, helping them make informed decisions about their wealth management.

Job Details:

The Wealth Counsellor will be responsible for analyzing clients' financial situations, developing personalized wealth management plans, and monitoring the performance of investments to ensure financial goals are met.

Responsibilities:

• Conduct financial assessments and recommend investment strategies.
• Provide guidance on retirement planning and tax optimization.
• Monitor market trends and adjust investment portfolios accordingly.
• Build long-term relationships with clients and address their financial concerns.
• Stay up-to-date on financial regulations and industry best practices.

Requirements:

• Bachelor's degree in Finance, Economics, or related field.
• Certified Financial Planner (CFP) designation preferred.
• Excellent communication and interpersonal skills.
• Proven experience in wealth management or financial advisory.

Benefits:

• Competitive salary and performance-based bonuses.
• Opportunities for professional development and training.
• Health insurance and retirement savings plans.

Other Details:

This position requires a strong understanding of financial markets and a passion for helping clients achieve their financial goals. If you are a motivated individual with a desire to make a difference in the lives of others, we encourage you to apply for this rewarding opportunity in Barddhaman, West Bengal.