Investment Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹60,000–90,000 a month
Location
Surat, Gujarat
Work mode
Hybrid
Job type
Full time
Experience
3–6 yrs
Category
Wealth Management

In hand: about ₹54,000–81,200 a month after PF and income tax (estimate). How it's worked out

Become an Investment Consultant in our wealth management team, combining onsite and remote work for better work-life balance.

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About the role

As an Investment Consultant, you will provide expert advice to clients on investment opportunities and portfolio management. This role is ideal for financial professionals who are passionate about helping clients achieve their financial goals. You will analyze market trends, assess risk factors, and create personalized investment strategies.

Your responsibilities will include meeting with clients, conducting financial assessments, and recommending investment products. The hybrid work model allows flexibility in your work environment, combining the benefits of both onsite collaboration and remote work. This position offers significant growth potential and the opportunity to work with a diverse clientele.

What you'll do

  • Provide investment advice
  • Analyze market trends
  • Create personalized investment strategies
  • Meet with clients for financial assessments

What you'll need

  • Bachelor's degree in Finance or related field
  • 3-6 years of experience
  • Strong analytical skills

Skills

Investment knowledge Client relationship management Analytical skills

Good to have

Certifications in financial planning Knowledge of financial markets

Benefits

  • Hybrid work model
  • Professional development opportunities
  • Access to a diverse client base

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 does the role involve?
You will advise clients on investments, assess their financial situations, and recommend suitable investment products.
Is this a hybrid position?
Yes, this role offers a hybrid work model.
What qualifications should I have?
A relevant degree and 3-6 years of experience in investment advisory are preferred.
What salary can I expect?
The salary ranges from INR 60,000 to INR 90,000 per month.
How do I apply for this 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

₹60,000–90,000 a month

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