Wealth Management Advisor

BJNM · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹50,000–70,000 a month
Location
Srinagar, Jammu and Kashmir
Work mode
Hybrid
Job type
Full time
Experience
3–6 yrs
Category
Wealth Management

In hand: about ₹45,000–63,100 a month after PF and income tax (estimate). How it's worked out

Join our client as a Wealth Management Advisor in Srinagar. Provide expert financial advice to clients and manage their portfolios.

Apply now

About the role

Join our client as a Wealth Management Advisor in Srinagar. Provide expert financial advice to clients and manage their portfolios.

What you'll do

  • Develop client investment strategies.
  • Manage and monitor client portfolios.
  • Provide regular updates and reports to clients.

What you'll need

  • Bachelor's degree in Finance or related field.
  • 3-6 years of experience in wealth management.
  • Strong understanding of investment products.

Skills

Excellent interpersonal skills. Strong analytical and organizational skills. Proficient in financial planning software.

Good to have

Knowledge of estate planning. Experience in client relationship management.

Benefits

  • Competitive compensation package.
  • Professional development opportunities.
  • Flexible working conditions.

Interested in this role?

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

Apply now

Wealth Management Advisor jobs in other cities

Questions about this job

What does a Wealth Management Advisor do?
You will provide financial advice and manage investment portfolios for clients.
What qualifications do I need?
A degree in finance or a related field and experience in wealth management are preferred.
Is this position onsite or remote?
This role is hybrid, combining both onsite and remote work.

Listing last updated

Wealth Management Advisor

₹50,000–70,000 a month

Apply