Torus Private Wealth
Website:
toruswealth.in
Job details:
Company Description
Torus Private Wealth is a wealth management firm that specializes in crafting bespoke, multi-asset class solutions through an open architecture approach. The firm offers expertise in Investment Solutions, Business Owners’ Advisory, and Estate Planning & Trust Services. Renowned for its transparency, research-backed strategies, and AI-powered solutions, Torus Private Wealth serves a distinguished clientele, including institutional investors, corporations, high-net-worth individuals, and family offices. Clients rely on the team’s deep domain understanding, tenacity, and ability to deliver global investment solutions at scale.
Role Description
This is a full-time on-site role for a Wealth Manager, located in Kolkata. The Wealth Manager will develop and implement tailored financial strategies for high-net-worth clients, focusing on investment management, financial planning, and estate planning. Key responsibilities include analyzing client portfolios, providing research-driven investment advice, identifying growth opportunities, recommending suitable financial products, and fostering strong client relationships. The role also involves staying informed about market trends, regulatory changes, and economic developments to guide clients effectively.
Qualifications
- Expertise in Financial Planning and Investments to create and execute tailored strategies.
- Strong knowledge of Investment Management and Finance, with the ability to evaluate market trends and client portfolios.
- Understanding of Insurance solutions as part of holistic wealth management strategies.
- Excellent interpersonal, communication, and relationship management skills.
- Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or a related field.
- Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred.
- Demonstrated ability in delivering client-centric solutions and a proven track record in financial advisory roles.
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