Investment Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹50,000–80,000 a month
Location
Saharanpur, Uttar Pradesh
Work mode
Hybrid
Job type
Full time
Experience
3–6 yrs
Category
Wealth Management

In hand: about ₹45,000–72,100 a month after PF and income tax (estimate). How it's worked out

Our client seeks a skilled Investment Consultant to provide expert financial advice and strategies in Saharanpur.

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About the role

As an Investment Consultant, you will play a crucial role in helping clients make informed investment decisions to build and manage their wealth. Your expertise will be vital in evaluating clients' financial goals and risk tolerance, allowing you to develop personalized investment strategies tailored to their needs.

This position is well-suited for financial professionals with a strong background in wealth management and a client-centric approach. You will enjoy a hybrid work model, combining remote work with office presence to effectively meet clients' needs.

The hiring company values innovation and collaboration, providing opportunities for continuous learning and career advancement, ensuring you can grow in your professional journey.

What you'll do

  • Assess clients' financial needs
  • Develop personalized investment plans
  • Monitor investment performance
  • Provide ongoing financial advice

What you'll need

  • Bachelor's degree in Finance or related field
  • 3-6 years of experience in investment consulting
  • Relevant certifications (CFA/CFP preferred)

Skills

Strong analytical skills Client relationship management Excellent communication skills

Good to have

Knowledge of investment products Experience with financial planning software

Benefits

  • Competitive salary and bonuses
  • Hybrid work environment
  • Continuous training and professional development

Interested in this role?

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

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Questions about this job

What responsibilities will I have as an Investment Consultant?
You will provide financial advice, develop investment strategies, and assist clients in managing their portfolios.
What is the experience level required for this position?
Candidates should have 3 to 6 years of relevant experience in investment or wealth management.
What is the salary range for this role?
The monthly salary for this position ranges from INR 50,000 to INR 80,000.
Is the work mode onsite, remote, or hybrid?
This position offers a hybrid work mode.
How can I apply for the Investment Consultant position?
Click "Apply Now" on this page to apply through IJNM. IJNM is recruiting for this role on behalf of a client employer.

Listing last updated

Investment Consultant

₹50,000–80,000 a month

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