Wealth Manager

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹50,000–80,000 a month
Location
Lucknow, Uttar Pradesh
Work mode
On-site
Job type
Full time
Experience
3–5 yrs
Category
Wealth Management

In hand: about ₹45,000–72,100 a month after PF and income tax (estimate). How it's worked out

Seeking an experienced Wealth Manager to provide personalized financial planning and investments advice.

Apply now

About the role

As a Wealth Manager, you will work closely with clients to develop tailored financial strategies that align with their goals. Your expertise in investment options and market trends will play a vital role in guiding clients through their financial journey.

This role is ideal for professionals who are passionate about finance and have a proven track record in wealth management. You will collaborate with a dedicated team that supports your professional growth while focusing on delivering exceptional service to clients.

The supportive team environment encourages continuous learning and development, ensuring you stay at the forefront of the industry. If you are ready to make a significant impact on clients' financial futures, we would love to hear from you.

What you'll do

  • Develop personalized financial strategies for clients
  • Manage investment portfolios
  • Conduct market research and analysis
  • Provide ongoing financial advice to clients

What you'll need

  • Degree in Finance or related field
  • Relevant certifications (CFA, CFP preferred)
  • Minimum 3 years of experience in wealth management

Skills

Strong analytical skills Excellent communication skills Client relationship management

Good to have

Knowledge of financial software Sales skills

Benefits

  • Health insurance
  • Performance bonuses
  • Continuous professional development

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 are the primary responsibilities of a Wealth Manager?
You will develop financial plans, provide investment advice, and manage client portfolios.
What qualifications are needed for this position?
A degree in finance or a related field and relevant certifications are preferred.
Is this role remote or onsite?
This is an onsite position based in Saket Nagar, Lucknow.
What is the salary range for this role?
The salary range is between INR 50,000 to INR 80,000 per month.

Listing last updated

Wealth Manager

₹50,000–80,000 a month

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