Wealth Management Advisor

BJNM · recruiting for a confidential client

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Listing updated

Pay
₹60,000–90,000 a month
Location
Chennai, Tamil Nadu
Work mode
Hybrid
Job type
Full time
Experience
3–7 yrs
Category
Wealth Management

In hand: about ₹54,000–81,200 a month after PF and income tax (estimate). How it's worked out

Join our client as a Wealth Management Advisor to provide tailored financial solutions to clients. Leverage your expertise to drive customer satisfaction and retention.

Apply now

About the role

As a Wealth Management Advisor, you will be responsible for understanding the financial goals of clients and offering personalized investment strategies. Your role will involve building strong relationships, analyzing market trends, and suggesting suitable financial products. You will work closely with a team of financial experts to ensure the best outcomes for clients.

This position is ideal for someone with a passion for finance and a strong desire to help individuals achieve their financial objectives. The team offers a collaborative environment where your contributions will be valued and recognized. Opportunities for professional growth are abundant, making this a rewarding career choice.

What you'll do

  • Provide personalized financial advice
  • Build and maintain client relationships
  • Analyze market trends and investment options
  • Collaborate with financial experts to enhance client portfolios

What you'll need

  • Bachelor's degree in Finance or related field
  • 3-7 years of experience in wealth management
  • Strong communication and analytical skills

Skills

Investment analysis Client relationship management Financial planning

Good to have

Certifications in financial planning Understanding of tax 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 are the primary responsibilities of this role?
You will provide personalized investment strategies, analyze market trends, and build strong client relationships.
What qualifications are required?
A degree in finance or a related field and at least 3 years of experience in wealth management are preferred.
Is this a remote or onsite position?
This role offers a hybrid work model, allowing flexibility between onsite and remote work.
What is the salary range for this position?
The salary range is between INR 60,000 to INR 90,000 monthly, depending on experience.

Listing last updated

Wealth Management Advisor

₹60,000–90,000 a month

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