Wealth Management Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹30,000–70,000 a month
Location
Patna, Bihar
Work mode
Hybrid
Job type
Part time
Experience
3–6 yrs
Category
Wealth Management

Our client is looking for a Wealth Management Consultant to provide expert financial guidance to clients in Patna.

Apply now

About the role

In this role, you will offer personalized wealth management solutions to clients looking to grow their financial assets. Your expertise in investment strategies and financial planning will be critical in assisting clients to achieve their financial goals. The ideal candidate will have a strong background in finance, with the ability to analyze market trends and provide advice. This part-time position offers flexibility while allowing you to connect with clients both online and in-person.

What you'll do

  • Provide personalized financial planning and investment advice
  • Analyze market trends to guide clients effectively
  • Build and maintain strong client relationships
  • Develop tailored wealth management strategies

What you'll need

  • Bachelor's degree in finance or a related field
  • 3+ years of experience in wealth management
  • Strong analytical and communication skills

Skills

Financial analysis Customer relationship management Investment strategy development

Good to have

Certification in financial planning

Benefits

  • Flexible work schedule
  • Performance-based incentives
  • 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 does a Wealth Management Consultant do?
You will provide personalized financial advice and investment strategies to help clients achieve their wealth goals.
What qualifications do I need?
A degree in finance or a related field, along with 3 years of experience in wealth management is preferred.
Is this a full-time or part-time role?
This is a part-time, hybrid role, allowing for flexible work arrangements.
What is the salary range?
The monthly salary ranges from INR 30,000 to INR 70,000 based on experience.
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

₹30,000–70,000 a month

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