About the role
As a Wealth Management Associate, your role will be to assist clients in developing and managing their investment strategies. You will provide insights into market trends, help in portfolio management, and ensure that client objectives are met. This part-time role is perfect for individuals with a passion for finance and client relations. You will work in a hybrid environment, allowing flexibility and collaboration with clients and team members.
What you'll do
- Assist clients with investment strategies
- Provide market insights
- Help manage client portfolios
- Ensure client objectives are met
What you'll need
- Bachelor's degree in finance or related field
- 1-3 years of experience in wealth management
- Strong communication skills
Skills
Client relationship management
Analytical skills
Market knowledge
Good to have
Experience with financial planning software
Sales skills
Benefits
- Flexible working hours
- Professional development opportunities
- Collaborative team environment
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 does a Wealth Management Associate do?
You will assist clients with their investment strategies and help manage their financial portfolios.
What qualifications are preferred for this role?
A degree in finance or related field and experience in a client-facing role are preferred.
Is this a full-time or part-time position?
This is a part-time position.
What is the salary range?
The salary ranges from INR 25,000 to INR 45,000 monthly.
How do I apply for this position?
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