About the role
In this role, you will support senior wealth managers in advising clients on investment strategies and managing their financial portfolios. You will assist in preparing financial plans, conducting market analysis, and maintaining client records. Ideal candidates will have a passion for finance and a desire to grow within the wealth management sector. You will be part of a collaborative team, learning from experienced professionals while contributing to client success.
What you'll do
- Support wealth managers in client advising.
- Prepare financial plans and reports.
- Conduct market research and analysis.
- Maintain accurate client records.
What you'll need
- Bachelor's degree in finance, economics, or related field.
- 1-3 years of experience in wealth management.
- Strong analytical and interpersonal skills.
Skills
Financial analysis and research.
Client management skills.
Effective communication and presentation.
Good to have
Familiarity with investment products.
Sales experience in a financial setting.
Benefits
- Flexible working hours.
- Opportunity for professional growth.
- Access to training and development resources.
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 duties of a Wealth Management Associate?
You will assist in client portfolio management and financial planning.
Is this a full-time or part-time position?
This is a part-time position with hybrid work options.
What qualifications should I have?
A degree in finance or related field with some experience in wealth management is preferred.
What is the salary for this role?
The salary ranges from INR 25,000 to 40,000 per month.
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