Wealth Management Advisor

BJNM · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1 lakh a month
Location
Kollam, Kerala
Work mode
Hybrid
Job type
Full time
Experience
4–10 yrs
Category
Wealth Management

In hand: about ₹54,000–90,200 a month after PF and income tax (estimate). How it's worked out

Our client is looking for a Wealth Management Advisor in Kollam who can provide tailored financial advice and investment strategies.

Apply now

About the role

In the position of Wealth Management Advisor, you will work with clients to assess their financial goals and develop personalized investment strategies. You will build and maintain strong client relationships while providing exceptional service and guidance on financial products. This role requires strong interpersonal skills and a deep understanding of financial markets and investment principles.

The hybrid work model allows you flexibility while serving a diverse client base. You will collaborate with a talented team and have access to resources that support your success in helping clients achieve their financial objectives. If you are driven by results and have a passion for finance, we want to hear from you.

What you'll do

  • Assess client financial goals
  • Develop investment strategies
  • Maintain client relationships
  • Provide financial advice

What you'll need

  • Bachelor's degree in Finance, Business, or related field
  • 4-10 years of experience in wealth management
  • Strong interpersonal skills

Skills

Client relationship management Investment analysis Strong communication skills

Good to have

Certifications in wealth management Familiarity with financial planning software

Benefits

  • Attractive compensation
  • Flexible work arrangements
  • Professional development opportunities

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 will I need to do as a Wealth Management Advisor?
You will develop personalized investment strategies and provide financial advice to clients.
What is the work mode for this role?
The role offers a hybrid work mode.
What qualifications are required for this position?
A degree in finance or business with 4-10 years of relevant experience is needed.

Listing last updated

Wealth Management Advisor

₹60,000–1 lakh a month

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