About the role
As a Wealth Management Consultant, you will develop and implement personalized financial plans for high-net-worth clients. You will assess their financial goals and risk tolerance, providing investment recommendations and ongoing portfolio management. This role suits experienced professionals who thrive in a client-focused environment. The hybrid work model allows you flexibility while ensuring you meet clients' needs effectively. Join a team that values integrity and excellence in wealth management services.
What you'll do
- Develop personalized financial plans
- Provide investment recommendations
- Manage client portfolios
- Build and maintain strong client relationships
What you'll need
- Bachelor's degree in finance or related field
- Professional certifications (CFP, CFA preferred)
- Strong analytical and interpersonal skills
Skills
Financial analysis
Client relationship management
Investment knowledge
Good to have
Sales experience
Networking skills
Benefits
- Flexible working hours
- Performance-based incentives
- Training and development programs
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 do I need for this position?
A degree in finance or a related field, along with relevant certifications, is required.
Is experience in wealth management necessary?
Yes, 3 to 6 years of experience in wealth management or a related field is preferred.
What is the salary range for this role?
The salary ranges from INR 60,000 to INR 90,000 per month.
What is the work mode for this position?
This is a hybrid role, allowing for both remote and onsite work.
Listing last updated