About the role
In this hybrid role, you will assist financial advisors in delivering comprehensive investment advice and managing client portfolios. Key responsibilities include preparing financial plans, researching various investment opportunities, and maintaining accurate client records.
This position is ideal for individuals with a background in finance or a related field who are eager to advance their careers in wealth management. You will gain valuable experience by working closely with clients and advisors, which will enhance your knowledge of financial products and investment strategies.
What you'll do
- Support financial advisors in portfolio management
- Prepare financial plans
- Research investment opportunities
- Maintain client records
What you'll need
- Bachelor's degree in finance or related field
- 1-3 years of experience in financial services
- Strong communication skills
Skills
Financial analysis
Client relationship management
Research skills
Good to have
Knowledge of investment strategies
Experience with financial software
Benefits
- Flexible working hours
- Exposure to diverse investment products
- Professional development opportunities
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 are the primary responsibilities of a Wealth Management Associate?
You will assist in managing client portfolios, preparing financial plans, and conducting research on investment opportunities.
Is this position full-time or part-time?
This is a part-time position with flexible working hours.
Where is the job located?
The position is based in Sikandar Bagh, Firozabad, with a hybrid work model.
What is the salary range for this role?
The monthly salary ranges from INR 25,000 to INR 40,000 based on experience.
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.
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