Wealth Management Associate

BJNM · recruiting for a confidential client

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Listing updated

Pay
₹60,000–90,000 a month
Location
Mumbai, Maharashtra
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Wealth Management

In hand: about ₹54,000–81,200 a month after PF and income tax (estimate). How it's worked out

Join our client's team as a Wealth Management Associate in Mumbai. This role offers the opportunity to work closely with high-net-worth clients.

Apply now

About the role

In this position, you will be responsible for managing client portfolios and providing financial advice tailored to their specific needs. You'll conduct thorough market research and develop investment strategies that align with clients' goals. This role is ideal for those passionate about finance and client relations, offering an engaging work environment with plenty of opportunities for professional growth.

The team prides itself on delivering excellent customer service and fostering long-term relationships. You will collaborate with various departments to ensure clients receive comprehensive financial solutions. If you thrive in a fast-paced and dynamic environment, this could be the perfect role for you.

What you'll do

  • Manage and grow client portfolios
  • Provide tailored financial advice and investment strategies
  • Conduct market research and analysis
  • Collaborate with internal teams to meet client needs

What you'll need

  • Bachelor's degree in Finance or related field
  • 2-5 years of experience in wealth management or financial advisory
  • Strong analytical and communication skills

Skills

Client relationship management Financial analysis and investment knowledge Excellent communication and interpersonal skills

Good to have

Knowledge of financial planning software Certifications in financial planning or investment analysis

Benefits

  • Competitive salary and performance bonuses
  • Health and wellness benefits
  • Opportunities for professional development

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 this role?
You will manage client portfolios, provide financial advice, conduct market research, and develop investment strategies.
Is this position remote or onsite?
This role is onsite in Bandra Kurla Complex, Mumbai.
What qualifications are needed for this role?
A degree in finance or related field and experience in wealth management are preferred.

Listing last updated

Wealth Management Associate

₹60,000–90,000 a month

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