Wealth Advisor

BJNM · recruiting for a confidential client

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Listing updated

Pay
₹50,000–90,000 a month
Location
Hyderabad, Telangana
Work mode
On-site
Job type
Full time
Experience
3–7 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 seeks a Wealth Advisor in Hyderabad to assist clients in managing their investment portfolios.

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About the role

As a Wealth Advisor, you will work closely with clients to develop personalized investment strategies that align with their financial goals. Your expertise will help clients understand market trends and make informed decisions about their investments. This role is ideal for passionate individuals who enjoy building relationships and providing valuable financial insights. You will join a supportive team dedicated to delivering exceptional service and results to clients in the wealth management sector.

What you'll do

  • Develop personalized investment strategies for clients.
  • Monitor market trends and provide insights.
  • Build and maintain strong client relationships.
  • Ensure compliance with financial regulations.

What you'll need

  • Bachelor's degree in Finance, Business, or a related field.
  • 3-7 years of experience in wealth management.
  • Strong interpersonal and analytical skills.

Skills

Excellent communication and relationship-building skills. Strong analytical abilities. Knowledge of investment products.

Good to have

Experience with financial planning software. Certification as a Financial Planner (CFP) or similar.

Benefits

  • Attractive commission structure.
  • Health benefits.
  • Ongoing training and development opportunities.

Interested in this role?

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

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Questions about this job

What are the key responsibilities of a Wealth Advisor?
You will develop investment strategies and manage client portfolios.
Is this role onsite?
Yes, this position is onsite in HITEC City, Hyderabad.
What experience is required for this role?
3-7 years of experience in wealth management is preferred.
How can I apply for this position?
Click "Apply Now" on this page to apply through BJNM. BJNM is recruiting for this role on behalf of a client employer.
What is the salary range for this role?
The salary ranges from INR 50,000 to INR 90,000 monthly.

Listing last updated

Wealth Advisor

₹50,000–90,000 a month

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