About the role
As a Wealth Management Consultant, you will focus on building and managing relationships with high-net-worth clients, assessing their financial needs, and providing customized investment strategies. Your expertise will help clients achieve their financial goals through informed decision-making and strategic planning. This part-time hybrid role is perfect for experienced consultants seeking flexibility while making a significant impact in the wealth management sector. You will receive support from a knowledgeable team dedicated to client success.
What you'll do
- Build and maintain relationships with high-net-worth clients
- Assess client financial needs and goals
- Provide tailored investment advice
- Collaborate with the team to deliver comprehensive wealth management solutions
What you'll need
- Bachelor's degree in finance, business, or related field
- 4-8 years of experience in wealth management
- Professional certifications (e.g., CFP, CFA) preferred
Skills
Strong interpersonal skills
Financial planning expertise
Knowledge of investment products
Good to have
Experience with portfolio management software
Sales acumen
Benefits
- Flexible work schedule
- Performance bonuses
- Professional development opportunities
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 manage client relationships and create customized investment strategies.
Is this role part-time or full-time?
This is a part-time hybrid role.
What qualifications should I have?
You need 4-8 years of experience in wealth management and relevant certifications.
What is the salary for this position?
The salary ranges from INR 60,000 to INR 100,000 monthly.
How can I apply for this role?
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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