Wealth Management Associate

BJNM · recruiting for a confidential client

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Listing updated

Pay
₹30,000–50,000 a month
Location
Bilaspur, Chhattisgarh
Work mode
Hybrid
Job type
Part time
Experience
2–5 yrs
Category
Wealth Management

A part-time Wealth Management Associate is needed in Bilaspur to assist clients with their investment portfolios.

Apply now

About the role

In this role, you will provide support to financial advisors in managing client portfolios and preparing investment proposals. You will analyze market trends and help clients achieve their financial goals. This position is perfect for someone who is passionate about finance and enjoys working with people. You will gain hands-on experience in wealth management and develop key skills in client interaction.

What you'll do

  • Assist in managing client portfolios
  • Prepare investment proposals
  • Conduct market analysis
  • Support client interactions

What you'll need

  • Bachelor's degree in Finance or Economics
  • 2-5 years of experience in wealth management
  • Strong analytical skills

Skills

Client relationship management Market analysis Communication skills

Good to have

Knowledge of financial products Experience with portfolio management software

Benefits

  • Flexible working hours
  • Training opportunities
  • Performance bonuses

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 my daily tasks involve?
You will assist in portfolio management and client interactions.
What qualifications do I need?
A degree in Finance or a related field is required.
Is this a full-time position?
No, this is a part-time role.
What is the salary for this job?
The salary ranges from INR 30,000 to 50,000 monthly.
How do I apply?
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 Associate

₹30,000–50,000 a month

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