About the role
In this role, you will collaborate closely with senior wealth managers to deliver tailored financial solutions to clients. Your daily tasks will involve analyzing client portfolios, preparing recommendations, and assisting in the implementation of investment strategies. This position is ideal for individuals who are passionate about finance and client service, and who thrive in a dynamic environment. Our client offers a supportive team and opportunities for professional development.
What you'll do
- Analyze and manage client financial portfolios
- Assist in developing personalized investment strategies
- Prepare reports and presentations for client meetings
- Maintain client relationships and provide ongoing support
- Stay updated on market trends and financial regulations
What you'll need
- Bachelor's degree in finance, business, or related field
- 2-5 years of experience in wealth management
- Strong analytical and communication skills
Skills
Financial analysis
Client relationship management
Investment strategy development
Good to have
Certifications like CFP or CFA
Knowledge of financial software
Benefits
- Competitive salary with performance bonuses
- Health and wellness programs
- Opportunities for professional 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 are the main responsibilities of this position?
You will analyze client portfolios, prepare financial recommendations, and assist with implementing investment strategies.
What qualifications are required?
A degree in finance or related field, along with relevant experience in wealth management, is preferred.
Is this a remote position?
No, this position is onsite in Karnal.
What is the salary range for this role?
The salary ranges from INR 40,000 to INR 80,000 per month.
How can 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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