Wealth Management Advisor

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹80,000–1.2 lakh a month
Location
Ahmedabad, Gujarat
Work mode
On-site
Job type
Full time
Experience
3–5 yrs
Category
Wealth Management

In hand: about ₹72,100–1,01,800 a month after PF and income tax (estimate). How it's worked out

Join our client's dynamic team as a Wealth Management Advisor, focusing on providing tailored financial solutions to clients.

Apply now

About the role

As a Wealth Management Advisor, you will manage a diverse portfolio of high-net-worth clients, delivering tailored investment strategies and financial advice that aligns with their individual goals. Building and nurturing strong client relationships will be key to ensuring exceptional service and support throughout their financial journey.

This role is well-suited for motivated finance professionals with a proven track record in wealth management. Our client fosters a collaborative environment that emphasizes professional growth and continuous learning opportunities, making it an excellent place to advance your career.

What you'll do

  • Manage and grow client portfolios
  • Provide personalized financial advice
  • Develop investment strategies
  • Maintain strong client relationships

What you'll need

  • Bachelor's degree in finance or related field
  • 3-5 years of experience in wealth management
  • Strong communication and interpersonal skills

Skills

Financial analysis Client relationship management Investment knowledge

Good to have

Sales experience Portfolio management

Benefits

  • Competitive salary
  • Performance bonuses
  • 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 are the main responsibilities of a Wealth Management Advisor?
The main responsibilities include managing client portfolios, providing financial advice, and developing customized investment strategies.
What qualifications are required for this position?
Candidates should have a degree in finance or a related field, along with relevant experience in wealth management.
Is this role remote or onsite?
This is an onsite role based in Navrangpura, Ahmedabad.
What is the salary range for this position?
The salary range for this position is between INR 80,000 to INR 120,000 monthly.
How can 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

Wealth Management Advisor

₹80,000–1.2 lakh a month

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