About the role
As a Wealth Management Associate, you will provide expert financial guidance to clients, helping them to achieve their financial goals through tailored investment strategies. Your responsibilities will include assessing client portfolios, conducting risk assessments, and offering recommendations based on market trends. This role is suited for individuals with a strong background in finance and a passion for client service. You will be part of a collaborative team that values professional growth and continuous learning.
What you'll do
- Develop and manage client investment portfolios
- Conduct risk assessments and financial analyses
- Provide personalized financial advice
- Stay updated on market trends and investment opportunities
What you'll need
- Bachelor's degree in finance or related field
- 3-5 years of experience in wealth management or financial advising
- Strong analytical and interpersonal skills
Skills
Investment analysis
Risk management
Client relationship management
Good to have
Knowledge of financial planning software
Experience with portfolio management
Benefits
- Performance-based bonuses
- Health insurance and retirement benefits
- Professional development programs
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 main responsibilities in this role?
You will assess client needs, provide investment recommendations, and manage client portfolios.
What qualifications are required?
A degree in finance or business administration and relevant experience is preferred.
Is this position remote?
No, this is an onsite role in Kalyan.
What salary can I expect?
The salary ranges from INR 50,000 to INR 90,000 monthly.
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