Wealth Management Advisor

BJNM · recruiting for a confidential client

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Listing updated

Pay
₹50,000–80,000 a month
Location
Gurugram, Haryana
Work mode
Hybrid
Job type
Part time
Experience
3–6 yrs
Category
Wealth Management

Join our client as a part-time Wealth Management Advisor to assist clients in managing their investments.

Apply now

About the role

As a Wealth Management Advisor, you will work closely with clients to develop personalized investment strategies and help them achieve their financial goals. This part-time role is designed for motivated individuals with a strong understanding of wealth management principles. You will engage with clients in a hybrid work setting, combining both remote and in-person meetings. If you are passionate about finance and enjoy building relationships, this role could be a perfect fit.

What you'll do

  • Develop investment strategies tailored to client needs
  • Manage client portfolios and monitor performance
  • Conduct market research to inform client decisions
  • Build and maintain strong client relationships

What you'll need

  • Bachelor's degree in finance or economics
  • 3-6 years of experience in wealth management
  • Strong interpersonal skills

Skills

Strong analytical and problem-solving skills Excellent communication skills Client-focused approach

Good to have

Certifications in financial planning Knowledge of investment products

Benefits

  • Flexible working hours
  • Opportunity for professional growth
  • Incentives based on performance

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 does a Wealth Management Advisor do?
You will provide investment advice and develop financial strategies for clients.
Is this position full-time or part-time?
This is a part-time position with flexible hours.
What qualifications do I need?
A degree in finance and experience in wealth management are preferred.
What is the salary range for this role?
The salary is between INR 50,000 to INR 80,000 per month.
How do 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 Management Advisor

₹50,000–80,000 a month

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