Investment Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1 lakh a month
Location
Jammu, Jammu and Kashmir
Work mode
On-site
Job type
Temporary
Experience
5–10 yrs
Category
Wealth Management

In hand: about ₹54,000–90,200 a month after PF and income tax (estimate). How it's worked out

Join our client as an Investment Consultant to guide clients in their investment strategies.

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About the role

In the role of Investment Consultant, you will provide expert advice to clients on investment opportunities and wealth management strategies. Your primary goal will be to help clients achieve their financial goals through informed investment decisions. This role is suitable for individuals with a strong background in finance and investment analysis.

You will work closely with clients to assess their financial needs and risk tolerance, developing personalized investment plans that meet their objectives. If you have a knack for building relationships and a passion for finance, this temporary role offers a great opportunity to make a difference.

What you'll do

  • Provide investment advice and strategies to clients
  • Assess clients' financial situations and goals
  • Develop and present personalized investment plans
  • Monitor investment performance and make adjustments as needed
  • Build and maintain strong client relationships

What you'll need

  • Bachelor's degree in finance or related field
  • 5-10 years of experience in wealth management or investment consulting
  • Strong analytical skills and market knowledge

Skills

Expertise in investment products Excellent communication and interpersonal skills Strong analytical abilities

Good to have

Familiarity with investment management software Certifications in finance (e.g., CFA)

Benefits

  • Competitive salary
  • Health and wellness programs
  • Professional development support

Interested in this role?

It takes about two minutes. Free to apply — IJNM never asks candidates for money.

Apply now

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Questions about this job

What qualifications are ideal for this position?
A degree in finance or a related field, along with 5-10 years of experience in investment consulting.
What type of clients will I be working with?
You will engage with individual and business clients, providing tailored investment advice.
What is the duration of this temporary role?
The duration is project-based, with potential for extension based on performance.

Listing last updated

Investment Consultant

₹60,000–1 lakh a month

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