Wealth Management Advisor

BJNM · recruiting for a confidential client

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Listing updated

Pay
₹30,000–50,000 a month
Location
Kochi, Kerala
Work mode
Hybrid
Job type
Part time
Experience
3–6 yrs
Category
Fintech

Join our client as a part-time Wealth Management Advisor in Kochi. This hybrid role offers flexible working conditions while helping clients achieve their financial goals.

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About the role

In this role, you will provide personalized wealth management solutions to clients, assisting them with investment strategies and financial planning. You will conduct market analysis to recommend suitable financial products tailored to individual client needs. This position is ideal for experienced advisors who appreciate a flexible working setup and enjoy building long-term client relationships.

You will work closely with a team of financial experts to enhance client satisfaction and drive business growth. Your experience and insights will help clients navigate their financial journeys effectively, making this a rewarding role for those passionate about finance.

What you'll do

  • Provide tailored wealth management solutions
  • Conduct market analysis for investment strategies
  • Build and maintain client relationships
  • Collaborate with financial experts for client benefits

What you'll need

  • Bachelor's degree in finance or a related field
  • 3-6 years of experience in wealth management
  • Strong interpersonal and communication skills

Skills

Financial analysis Client relationship management Market knowledge

Good to have

Experience with investment management software Certification in financial planning

Benefits

  • Flexible working hours
  • Opportunity to work in a dynamic fintech environment
  • Attractive commission structure

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 a Wealth Management Advisor?
You will assist clients with investment strategies and provide personalized financial planning solutions.
What qualifications do I need?
A degree in finance or a related field along with experience in wealth management.
What is the work mode for this position?
This is a hybrid role allowing both onsite and remote work.
What is the compensation for this role?
The salary ranges from INR 30,000 to INR 50,000 per month.
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.

Listing last updated

Wealth Management Advisor

₹30,000–50,000 a month

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