About the role
In this part-time role, you will assist wealth managers in providing personalized financial advice and investment strategies to clients. Your responsibilities will include conducting market research, updating client portfolios, and preparing reports. This hybrid position offers flexibility, allowing you to work both remotely and in-office.
The ideal candidate is someone who is eager to learn and develop their skills in wealth management. You will receive guidance from experienced professionals in the industry. If you're passionate about finance and enjoy helping others succeed, this is an excellent opportunity to begin your career.
What you'll do
- Assist in preparing client portfolios
- Conduct market research
- Support wealth managers with client interactions
- Prepare financial reports
What you'll need
- Bachelor's degree in Finance, Accounting, or a related field
- 0-2 years of experience in finance
- Interest in wealth management
Skills
Research skills
Good communication
Basic financial knowledge
Good to have
Client relationship skills
Presentation skills
Benefits
- Flexible working hours
- Professional development opportunities
- Work-life balance
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 is the role of a Wealth Management Associate?
You will assist wealth managers in providing financial advice and managing client portfolios.
Is this a full-time or part-time position?
This is a part-time role with hybrid work flexibility.
What is the salary range for this position?
The salary ranges from INR 20,000 to INR 40,000 per month.
What experience do I need for this role?
This position is suitable for entry-level candidates or those with up to 2 years of experience.
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