Wealth Management Advisor

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1 lakh a month
Location
Delhi, Delhi
Work mode
Hybrid
Job type
Full time
Experience
3–7 yrs
Category
Wealth Management

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

The Wealth Management Advisor will provide personalized financial advice to clients, assisting them in achieving their financial goals through strategic investment planning and asset management.

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About the role

The Wealth Management Advisor plays a crucial role in delivering tailored financial strategies to clients. By assessing individual financial situations, the advisor provides insights that help clients navigate their investment options effectively.

Key responsibilities include developing personalized financial plans, managing investment portfolios, and maintaining long-term client relationships. The advisor must stay updated on market trends and regulatory changes to offer informed advice.

Successful candidates will possess strong analytical skills and a deep understanding of financial products. A commitment to client service and ethical standards is essential in this role. This position offers opportunities for professional growth within a dynamic environment.

What you'll do

  • Assess clients' financial situations and needs.
  • Develop tailored investment strategies.
  • Monitor clients' portfolios and adjust as necessary.
  • Educate clients on investment options.

What you'll need

  • Bachelor's degree in Finance or related field.
  • Certification in wealth management or financial planning is a plus.

Skills

Strong analytical skills Excellent interpersonal skills Knowledge of financial regulations

Good to have

Experience with financial software Fluency in multiple languages

Benefits

  • Competitive salary with commission structure
  • Retirement benefits
  • Continuous 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 is the Wealth Management Advisor role?
The Wealth Management Advisor position is a Full Time (Hybrid) role based in Delhi. Experience: 3–7 yrs. Key skills needed include Strong analytical skills, Excellent interpersonal skills, Knowledge of financial regulations. IJNM is recruiting for this role on behalf of a client employer — apply directly on this page.
What is the salary for the Wealth Management Advisor position?
The Wealth Management Advisor position offers a salary of INR 60,000 - INR 100,000/month. Additional benefits include Competitive salary with commission structure, Retirement benefits, Continuous professional development.
How do I apply for the Wealth Management Advisor job?
You can apply for the Wealth Management Advisor position directly through IJNM. Click the "Apply Now" button on this page, fill in your details and upload your resume. This listing is open until Dec 9, 2026.
How many jobs are currently available in Delhi?
There are currently 3 active job openings in Delhi on IJNM. Popular categories include Finance (1), Fintech (1), Wealth Management (1). Browse all jobs in Delhi to find more opportunities.
How many Wealth Management jobs are available right now?
There are currently 15 active Wealth Management job openings listed on IJNM. Top hiring locations for Wealth Management roles include Mumbai (2), Bhopal (1), Chandigarh (1), Surat (1). Explore all Wealth Management jobs to find your ideal role.
Are there Wealth Management jobs available in Delhi?
There are 1 active Wealth Management job opening in Delhi on IJNM. View all Wealth Management jobs in Delhi to apply today.

Listing last updated

Wealth Management Advisor

₹60,000–1 lakh a month

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