About the role
As a Wealth Management Consultant, you will be responsible for advising clients on investments, estate planning, and overall financial strategies. You'll assess clients' financial situations and create tailored wealth management plans. This hybrid role allows you to balance between remote work and client meetings, making it suitable for experienced professionals looking for flexibility. Our client fosters a culture of excellence and continuous learning.
What you'll do
- Advise clients on investments and financial planning
- Develop personalized wealth management strategies
- Conduct market research to identify new investment opportunities
- Monitor client portfolios and provide regular updates
What you'll need
- Bachelor's degree in finance or a related field
- 5-10 years of experience in wealth management
- Certifications like CFP or CFA are a plus
Skills
Financial analysis
Client relationship management
Strategic thinking
Good to have
Knowledge of investment products
Proficiency in financial planning software
Benefits
- Flexible working hours
- Comprehensive health benefits
- Performance incentives
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 the job entail?
You will provide financial advice, manage client portfolios, and help in investment planning.
What qualifications do I need?
A degree in finance or business along with 5-10 years of experience in wealth management.
Is this a full-time position?
This is a contract position with a hybrid work model.
What is the expected salary?
The salary ranges from INR 75,000 to INR 100,000 per month.
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