Wealth Management Executive

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹70,000–1.2 lakh a month
Location
Ahmedabad, Gujarat
Work mode
Hybrid
Job type
Full time
Experience
5–10 yrs
Category
Wealth Management

In hand: about ₹63,100–1,01,800 a month after PF and income tax (estimate). How it's worked out

Join our client as a Wealth Management Executive, responsible for providing investment advice and managing client portfolios.

Apply now

About the role

As a Wealth Management Executive, you will collaborate with high-net-worth individuals to develop and implement tailored investment strategies that align with their financial objectives. Your responsibilities include conducting thorough market research, analyzing financial data, and providing informed recommendations on various investment opportunities.

Building and maintaining strong client relationships is crucial, as you will ensure that clients are well-informed and supported in their investment decisions. This hybrid role offers the flexibility to work both remotely and in the office, allowing you to effectively manage your clients' wealth management needs. If you possess a solid background in wealth management and a comprehensive understanding of financial markets, we encourage you to apply.

What you'll do

  • Develop and manage investment strategies for clients.
  • Conduct market research and financial analysis.
  • Maintain strong relationships with high-net-worth clients.

What you'll need

  • Bachelor's degree in finance or a related field.
  • 5-10 years of experience in wealth management.
  • Strong understanding of financial markets and investment products.

Skills

Excellent interpersonal and communication skills. Strong analytical and problem-solving abilities. Knowledge of investment products.

Good to have

Certifications in financial planning. Experience with portfolio management software.

Benefits

  • Performance-based bonuses.
  • Comprehensive health insurance.
  • Flexible working hours.

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 experience level is required for this position?
We are looking for candidates with 5-10 years of experience in wealth management.
What is the salary range for this role?
The salary ranges from INR 70,000 to INR 120,000 per month.
What skills are essential for success in this position?
Strong analytical skills and client relationship management are essential.

Listing last updated

Wealth Management Executive

₹70,000–1.2 lakh a month

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