Wealth Management Associate

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹20,000–35,000 a month
Location
Bikaner, Rajasthan
Work mode
Remote
Job type
Part time
Experience
Up to 2 yrs
Category
Wealth Management

Our client seeks a Wealth Management Associate to support clients in managing their investment portfolios.

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About the role

As a Wealth Management Associate, you will play a crucial role in assisting clients with their investment decisions. This part-time position is ideal for recent graduates or individuals looking to establish a career in wealth management. You will have the opportunity to work remotely, allowing for flexibility while gaining invaluable industry experience.

Your duties will include conducting thorough research on various investment opportunities, preparing detailed financial reports, and facilitating effective client communications. You will collaborate with a dynamic team that values innovation and strives for excellence.

If you are passionate about finance and eager to develop your skills in a supportive environment, we encourage you to apply for this exciting opportunity.

What you'll do

  • Assist clients with investments
  • Conduct research
  • Prepare financial reports
  • Support client communications

What you'll need

  • Bachelor's degree in finance or related field
  • Strong analytical skills
  • Basic knowledge of investment

Skills

Analytical skills Communication skills Basic investment knowledge

Good to have

Customer service experience Familiarity with financial software

Benefits

  • Flexible working hours
  • Remote work
  • Opportunity for career growth

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 tasks will I handle as a Wealth Management Associate?
You will assist clients with investment options, prepare reports, and conduct research.
Is prior experience required for this role?
No, this position is open to candidates with 0-2 years of experience.
Can this job be done remotely?
Yes, this role is fully remote.
What is the salary range for this position?
The salary range is INR 20,000 to 35,000 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 Associate

₹20,000–35,000 a month

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