Wealth Management Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹50,000–90,000 a month
Location
Srinagar, Jammu and Kashmir
Work mode
Hybrid
Job type
Contract
Experience
3–6 yrs
Category
Wealth Management

In hand: about ₹45,000–81,200 a month after PF and income tax (estimate). How it's worked out

An exciting opportunity for a Wealth Management Consultant to provide tailored financial advice in Srinagar.

Apply now

About the role

Our client is seeking a Wealth Management Consultant to join their team in Srinagar. In this role, you will provide expert financial advice and investment solutions tailored to the needs of clients. You will assess client portfolios, recommend strategies for growth, and help them navigate complex financial landscapes. This position suits a proactive individual with a strong understanding of financial markets and investment products.

You will be part of a collaborative team that values innovative ideas and encourages professional growth. The hybrid work model allows you to balance client meetings and remote work effectively. If you are looking to make a significant impact in wealth management, we encourage you to apply.

What you'll do

  • Assess client financial needs and goals
  • Recommend investment strategies
  • Build and maintain strong client relationships
  • Stay updated on market trends and products

What you'll need

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

Skills

Financial analysis Investment knowledge Client relationship management

Good to have

Certifications like CFP or CFA Experience with financial planning software

Benefits

  • Flexible work environment
  • Performance bonuses
  • Continuous training and support

Interested in this role?

It takes about two minutes. Free to apply — IJNM never asks candidates for money.

Apply now

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Questions about this job

What does a Wealth Management Consultant do?
You will provide financial advice, assess portfolios, and recommend investment strategies.
What qualifications do I need?
A degree in finance or a related field and 3+ years of experience in wealth management are required.
Is this position remote or onsite?
This is a hybrid position, allowing both onsite and remote work.
What is the salary for this role?
The salary ranges from INR 50,000 to INR 90,000 per month.

Listing last updated

Wealth Management Consultant

₹50,000–90,000 a month

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