Wealth Management Associate

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Kollam, Kerala
Work mode
Hybrid
Job type
Full time
Experience
2–4 yrs
Category
Wealth Management

In hand: about ₹36,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join our team as a Wealth Management Associate to assist clients in managing their investments. Ideal for candidates with relevant experience.

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About the role

As a Wealth Management Associate, you will support senior wealth managers in delivering financial solutions to clients. Your role includes analyzing client portfolios, providing investment recommendations, and conducting market research. This hybrid position allows for flexibility in work arrangements, combining both onsite and remote work. If you have a passion for finance and a desire to help clients grow their wealth, this position offers a great opportunity for career advancement in a collaborative environment.

What you'll do

  • Assist in portfolio management and analysis
  • Prepare investment reports and presentations
  • Research market trends and investment opportunities
  • Support client meetings and communication

What you'll need

  • Bachelor's degree in finance or related field
  • 2-4 years of experience in wealth management
  • Strong analytical and interpersonal skills

Skills

Financial analysis Client management Excellent verbal and written communication

Good to have

Familiarity with wealth management software Experience with client relationship management tools

Benefits

  • Competitive salary with performance bonuses
  • Access to training and development programs
  • Health and wellness benefits

Interested in this role?

It takes about two minutes. Free to apply — IJNM never asks candidates for money.

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Wealth Management Associate jobs in other cities

Jaipur Noida Jamshedpur Karnal Amritsar Coimbatore Dharamshala Durgapur Thane

Questions about this job

What are the main duties of a Wealth Management Associate?
You will assist in managing client portfolios, conduct market research, and prepare investment proposals.
What qualifications are required for this role?
A degree in finance or economics and prior experience in wealth management are needed.
What is the salary for this position?
The salary ranges from INR 40,000 to INR 80,000 per month.
Is the role remote or onsite?
This is a hybrid role, allowing for a mix of onsite and remote work.
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

₹40,000–80,000 a month

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