About the role
As a Wealth Management Associate, you will support financial advisors in managing client portfolios and developing investment strategies. Your day-to-day tasks will include conducting market research and preparing financial plans tailored to client needs. This role suits individuals who possess strong interpersonal skills and a passion for helping clients achieve their financial goals. Our client provides a collaborative environment to enhance your career in wealth management.
What you'll do
- Support financial advisors in managing client portfolios.
- Conduct market research for investment opportunities.
- Prepare financial plans tailored to client needs.
- Assist in client communication and relationship building.
What you'll need
- Bachelor's degree in finance or a related field.
- 2-4 years of experience in wealth management.
- Strong interpersonal and communication skills.
Skills
Analytical skills.
Client relationship management.
Excellent communication.
Good to have
Knowledge of financial products.
Experience with portfolio management software.
Benefits
- Comprehensive health insurance.
- Performance bonuses.
- Continuous learning opportunities.
Interested in this role?
It takes about two minutes. Free to apply — BJNM never asks candidates for money.
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Questions about this job
What are the main responsibilities of a Wealth Management Associate?
You will assist in managing client portfolios and developing investment strategies.
What qualifications do I need?
A degree in finance or related field, along with relevant experience, is required.
What is the work mode for this position?
This is a hybrid role based in Bhubaneswar.
What is the salary range for this position?
The monthly salary ranges from INR 50,000 to INR 75,000.
How can I apply for this job?
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