About the role
As a Wealth Management Associate, you will assist clients in investment planning and manage their wealth portfolios. You will provide client support, assist in developing investment strategies, and maintain client relationships. This entry-level role is ideal for fresh graduates or those with limited experience in financial services. You will work in a hybrid model, allowing for both remote and onsite interactions with clients.
What you'll do
- Assist in client onboarding and portfolio management
- Provide support in developing investment strategies
- Maintain strong client relationships and communication
- Assist with administrative tasks related to client management
What you'll need
- Bachelor's degree in Finance, Business, or related field
- 0-2 years of experience in financial services preferred
- Strong interpersonal and communication skills
Skills
Good understanding of financial products
Excellent communication and presentation skills
Ability to work collaboratively in a team
Good to have
Interest in financial markets
Knowledge of investment strategies
Benefits
- Flexible work hours and hybrid working environment
- Training and development opportunities
- Performance bonuses based on client satisfaction
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 qualifications do I need for this position?
A degree in Finance, Business, or a related field is preferred.
What are the work hours for this part-time role?
The hours are flexible, allowing you to balance work and study.
Is there room for growth in this role?
Yes, there are opportunities for advancement within the wealth management team.
What is the salary range?
The salary ranges from INR 20,000 to INR 35,000 monthly.
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