Wealth Management Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1 lakh a month
Location
Dehradun, Uttarakhand
Work mode
Hybrid
Job type
Full time
Experience
5–10 yrs
Category
Wealth Management

In hand: about ₹54,000–90,200 a month after PF and income tax (estimate). How it's worked out

Join our client as a Wealth Management Consultant and leverage your expertise to guide clients in their investment strategies.

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About the role

As a Wealth Management Consultant, you will collaborate with high-net-worth clients to craft personalized investment strategies tailored to their financial objectives. Your responsibilities will include analyzing clients' financial situations, offering customized advice, and overseeing client portfolios to ensure optimal performance.

The ideal candidate will possess extensive experience in wealth management, strong analytical capabilities, and a commitment to client satisfaction. This role presents an opportunity for professional growth in a supportive environment where your expertise can significantly influence clients' financial decisions.

What you'll do

  • Develop investment strategies
  • Manage client portfolios
  • Assess clients' financial situations
  • Provide tailored advice

What you'll need

  • Degree in Finance or related field
  • 5-10 years of experience in wealth management
  • Strong analytical skills

Skills

Client management Analytical thinking Financial planning

Good to have

Experience with financial software

Benefits

  • Attractive compensation package
  • Professional development opportunities
  • Flexible working hours

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 qualifications are required for this role?
Candidates should have a degree in Finance or related field and substantial experience in wealth management.
What are the main responsibilities of a Wealth Management Consultant?
You will develop investment strategies, manage portfolios, and provide tailored advice to clients.
Is this a full-time position?
Yes, this is a full-time role with hybrid work options.
What is the expected salary for this role?
The salary ranges from INR 60,000 to INR 100,000 per month.
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 Consultant

₹60,000–1 lakh a month

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