About the role
As a Wealth Management Consultant, you will create tailored investment strategies that prioritize both wealth preservation and growth for clients. Your role involves assessing client financial needs, conducting thorough portfolio reviews, and providing ongoing financial advice to ensure clients meet their financial goals.
This position is ideal for experienced financial professionals who excel in client engagement and have a comprehensive understanding of various investment products. You will have the opportunity to work in a supportive environment that values strong client relationships and invests in your professional development.
What you'll do
- Develop personalized investment strategies
- Assess client needs
- Conduct portfolio reviews
- Provide financial advice
What you'll need
- Bachelor’s degree in finance
- 4+ years of experience in wealth management
- Strong interpersonal skills
Skills
Client engagement
Financial analysis
Communication skills
Good to have
Knowledge of investment products
Sales experience
Benefits
- Flexible working hours
- Client relationship management training
- Performance-based bonuses
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 key responsibilities of a Wealth Management Consultant?
You will develop investment strategies, assess client needs, and conduct portfolio reviews.
What qualifications are needed for this role?
Candidates should have a bachelor’s degree in finance or a related field and at least four years of experience in wealth management.
Is this position part-time or full-time?
This is a part-time position based in Mahatma Phule Road, Nashik.
What is the salary for this position?
The salary range is between INR 40,000 and INR 90,000 per month.
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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