Investment Consultant

IJNM · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹60,000–1 lakh a month
Location
Mumbai, Maharashtra
Work mode
Hybrid
Job type
Full time
Experience
2–5 yrs
Category
Wealth Management

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

We are looking for a knowledgeable Investment Consultant in Mumbai to help clients achieve their financial goals through tailored investment strategies.

Apply now

About the role

As an Investment Consultant, you will collaborate closely with clients to evaluate their financial needs and craft personalized investment strategies. Your responsibilities will include analyzing market trends and recommending investment products that align with clients' objectives. You will also provide continuous support and guidance, ensuring clients remain informed about their portfolios.

This role is well-suited for finance professionals who are dedicated to helping clients achieve their financial goals. You will enjoy the flexibility of a hybrid work setup, balancing remote work with in-office collaboration. Join our team and contribute to enhancing clients' financial journeys.

What you'll do

  • Assess client financial needs
  • Develop personalized investment strategies
  • Analyze market trends
  • Provide ongoing client support

What you'll need

  • Degree in finance or related field
  • 2-5 years of experience in investment consulting
  • Strong analytical skills

Skills

Investment analysis Client relationship management Market research

Good to have

Public speaking Financial modeling

Benefits

  • Attractive salary package
  • Flexible hybrid working
  • Professional development opportunities

Interested in this role?

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

Apply now

Investment Consultant jobs in other cities

Questions about this job

What does a typical day look like?
You will spend your day meeting clients, analyzing their portfolios, and developing investment strategies.
What qualifications are needed?
A degree in finance or a related field with relevant experience is preferred.
Is there room for growth in this role?
Yes, there are extensive opportunities for professional development.
What is the work schedule like?
This is a full-time role with a hybrid work arrangement.

Listing last updated

Investment Consultant

₹60,000–1 lakh a month

Apply