Website:
federalbank.co.in
Job details:
Company Description Federal Bank, one of India’s leading private sector banks, has grown from modest beginnings into a nationally respected institution with over nine decades of banking heritage. Headquartered in Aluva, Kerala, the bank’s shares are listed on major Indian exchanges and its global depository receipts trade on the London Stock Exchange, reflecting strong market confidence. With 1,263 branches, 1,937 ATMs/Cash Recyclers, and a committed workforce, Federal Bank serves more than 10 million customers across the country and maintains a significant presence in NRI banking through representative offices in Dubai and Abu Dhabi, as well as an IFSC Banking Unit in GIFT City, Gujarat. The bank is known for its core values of ethics and excellence and actively leverages technology to deliver convenient, customer-focused products and services.
Role Description The Wealth Manager role at THE FEDERAL BANK LIMITED is a full-time, on-site position based in the Kolkata metropolitan area. The Wealth Manager will manage and grow a portfolio of affluent clients by understanding their financial goals and providing tailored financial planning, investment, and insurance solutions. Daily responsibilities include conducting client meetings, analyzing financial profiles, recommending appropriate investment products, and monitoring portfolio performance to ensure alignment with clients’ risk tolerance and objectives. The role also involves cross-selling relevant banking products, coordinating with internal teams for seamless service delivery, ensuring adherence to regulatory and compliance requirements, and maintaining detailed documentation of client interactions and advisory recommendations. The Wealth Manager is expected to build long-term, trust-based relationships and contribute to the bank’s overall business growth in the wealth management segment.
Qualifications
- Strong financial planning skills, including goal-based planning, asset allocation, and retirement or estate planning.
- Investment management and investments expertise, with the ability to evaluate products such as mutual funds, bonds, equities, and structured solutions.
- Solid understanding of finance principles, including risk management, taxation basics related to investments, and portfolio construction.
- Knowledge of insurance solutions (life, health, and other protection products) and their role in holistic wealth management.
- Bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Proven experience in wealth management, private banking, or financial advisory, preferably with affluent or NRI clients.
- Excellent communication, relationship management, and client-servicing skills, with the ability to present complex financial concepts clearly.
- Strong analytical and numerical abilities, proficiency with financial planning tools and MS Office, and familiarity with digital banking platforms.
- High standards
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