About the role
As a Wealth Management Consultant, you will be responsible for developing and maintaining relationships with high-net-worth individuals. Your role will include assessing clients' financial goals and creating personalized investment strategies. You will leverage your industry knowledge and expertise to provide advice on asset allocation, retirement planning, and tax efficiency. This position is suited for seasoned professionals who are passionate about helping clients achieve their financial objectives while working in a collaborative environment.
What you'll do
- Develop client relationships
- Create investment strategies
- Provide financial advice
- Monitor client portfolios
What you'll need
- Bachelor's degree in finance or economics
- CFA or similar certification preferred
- Proven track record in wealth management
Skills
Strong analytical skills
Client relationship management
Market knowledge
Good to have
Experience with financial planning tools
Networking skills
Benefits
- Attractive commission structure
- Health and wellness programs
- Continuous training and development
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 Consultant?
You will assess client goals and create personalized investment strategies.
What level of experience is required?
We are looking for candidates with 5 to 10 years of experience in wealth management.
Is this role onsite or remote?
This is an onsite role based in Salt Lake Sector V, Kolkata.
What is the expected salary range?
The salary is between INR 60,000 to INR 120,000 per month.
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