Wealth Advisor

BJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Raurkela, Odisha
Work mode
Hybrid
Job type
Contract
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

Seeking a skilled Wealth Advisor to join our team in Raurkela. This role offers a chance to work closely with clients to manage their investment portfolios.

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About the role

In this role, you will be responsible for advising clients on wealth management strategies tailored to their financial goals. You will analyze market trends, assess client portfolios, and provide personalized investment recommendations. Ideal candidates should have strong communication skills and a passion for helping clients achieve their financial aspirations. Our client offers a supportive environment where you can develop your expertise and make a significant impact in clients' lives.

What you'll do

  • Develop and maintain client relationships
  • Provide financial planning and investment advice
  • Monitor and assess client portfolio performance
  • Stay updated with market trends and financial products

What you'll need

  • Bachelor's degree in Finance or related field
  • Certification in wealth management preferred
  • Strong analytical and interpersonal skills

Skills

Financial analysis Investment strategies Client management

Good to have

Sales experience Knowledge of financial regulations

Benefits

  • Flexible working hours
  • Professional development opportunities
  • Performance-based incentives

Interested in this role?

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

Apply now

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Questions about this job

What is the work mode for this position?
The role is hybrid, allowing for both onsite and remote work.
What experience level is required?
Candidates should have 2-5 years of experience in wealth management.
What is the salary range for this role?
The salary range is between INR 40,000 to INR 70,000 per month.
How should 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.

Listing last updated

Wealth Advisor

₹40,000–70,000 a month

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