Investment Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Noida, Uttar Pradesh
Work mode
Hybrid
Job type
Contract
Experience
2–5 yrs
Category
Wealth Management

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

Seeking an Investment Consultant for a contract role in Noida. Ideal for professionals with a solid background in wealth management and client relations.

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About the role

As an Investment Consultant, you will deliver expert investment advice and develop tailored strategies to assist clients in achieving their financial objectives. This role demands a deep understanding of various investment products and market dynamics, enabling you to work effectively with high-net-worth individuals.

Your responsibilities will include creating personalized investment plans and managing client portfolios. Strong analytical skills and the ability to communicate complex financial concepts clearly are essential for success in this position. You will collaborate with a knowledgeable team and have access to valuable resources to enhance client service.

This contract position offers flexibility, allowing for both onsite and remote work options, making it ideal for professionals seeking a balanced work environment.

What you'll do

  • Develop and manage investment portfolios for clients.
  • Provide expert financial advice.
  • Analyze market trends to inform investment strategies.
  • Build and maintain client relationships.

What you'll need

  • Bachelor's degree in Finance or related field.
  • Certification in investment management (CFA/CFP preferred).
  • Proven experience in wealth management.

Skills

Strong analytical skills Excellent communication abilities Client relationship management

Good to have

Experience with portfolio management software Knowledge of tax regulations

Benefits

  • Competitive salary with performance incentives.
  • Flexible working hours.
  • Professional development opportunities.

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 required for this role?
A degree in finance or a related field and 2-5 years of experience in wealth management.
What is the expected work mode?
This position offers a hybrid work mode with both onsite and remote options.
Will I have access to training?
Yes, you will receive ongoing training and resources to support your development.
What kind of clients will I be working with?
You will work with high-net-worth individuals, providing tailored investment strategies.

Listing last updated

Investment Consultant

₹40,000–70,000 a month

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