Wealth Manager

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹50,000–90,000 a month
Location
Hapur, Uttar Pradesh
Work mode
On-site
Job type
Temporary
Experience
5–10 yrs
Category
Wealth Management

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

Our client is seeking a Wealth Manager in Hapur to provide personalized financial advice and investment strategies to clients.

Apply now

About the role

As a Wealth Manager, you will play a crucial role in developing personalized financial plans that align with clients' financial goals. This onsite position is designed for experienced professionals with a solid background in wealth management. You will perform comprehensive assessments of clients' financial situations and create tailored investment strategies to meet their unique needs.

Your expertise in financial markets and investment products will be vital in delivering exceptional value to clients. If you are passionate about wealth management and thrive on building long-term client relationships, we encourage you to apply for this rewarding opportunity.

What you'll do

  • Develop personalized financial plans
  • Conduct assessments of clients' financial situations
  • Create tailored investment strategies
  • Build long-term client relationships

What you'll need

  • Bachelor's degree in finance or related field
  • 5-10 years of experience in wealth management
  • Strong financial analysis skills

Skills

Financial planning Investment strategy Client relationship management

Good to have

Knowledge of financial regulations Certification in wealth management

Benefits

  • Competitive salary
  • Opportunity to work with high-net-worth clients
  • Professional development opportunities

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 will I be doing in this role?
You will develop financial plans and investment strategies for clients.
How long is the duration of this position?
This is a temporary role.
What experience is required?
5-10 years of experience in wealth management is preferred.

Listing last updated

Wealth Manager

₹50,000–90,000 a month

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