Wealth Management Advisor

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Thiruvananthapuram, Kerala
Work mode
On-site
Job type
Part time
Experience
3–6 yrs
Category
Wealth Management

Join our client as a Wealth Management Advisor to guide clients in their financial journeys.

Apply now

About the role

As a Wealth Management Advisor, you will be responsible for providing personalized financial planning and investment advice to clients. Your role will involve analyzing clients' financial situations and developing tailored wealth management strategies to help them achieve their financial goals.

This position is ideal for experienced advisors who thrive on building long-term relationships with clients. You will work in a collaborative environment that values your expertise, allowing you to make a significant impact on clients’ financial journeys.

The hiring company offers a supportive atmosphere where your skills can flourish, further enhancing your career in wealth management.

What you'll do

  • Analyze clients' financial situations
  • Develop tailored wealth management strategies
  • Provide investment advice
  • Build long-term client relationships

What you'll need

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

Skills

Investment analysis Financial planning Client relationship management

Good to have

Certifications in financial planning Knowledge of tax regulations

Benefits

  • Competitive compensation
  • Flexible working hours
  • Professional development resources

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 does a Wealth Management Advisor do?
They provide personalized financial planning and investment advice to clients.
Is this a full-time or part-time role?
This is a part-time role based in Kowdiar, Thiruvananthapuram.
What level of experience is required?
Candidates should have 3-6 years of experience in wealth management or financial advisory.
What is the salary range for this job?
The salary range is between INR 40,000 and INR 70,000 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

Wealth Management Advisor

₹40,000–70,000 a month

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