Wealth Management Consultant

BJNM · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1.2 lakh a month
Location
Mumbai, Maharashtra
Work mode
On-site
Job type
Full time
Experience
3–7 yrs
Category
Wealth Management

In hand: about ₹54,000–1,01,800 a month after PF and income tax (estimate). How it's worked out

Hiring a Wealth Management Consultant to provide tailored investment solutions. Perfect for experienced finance professionals.

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About the role

In this position, you will work with high-net-worth individuals to create tailored investment strategies. Your role will involve analyzing client portfolios and market trends to provide informed recommendations. This is an excellent opportunity for those with a passion for finance and client relations. You will be part of a dynamic team that values innovation and client satisfaction. With a focus on your professional growth, the company offers training and mentorship to enhance your skills.

What you'll do

  • Develop investment strategies
  • Analyze market trends
  • Manage client relationships
  • Prepare financial reports

What you'll need

  • Bachelor's degree in Finance or related field
  • 3-7 years of experience in wealth management
  • Strong analytical skills

Skills

Client relationship management Investment analysis Communication skills

Good to have

Certifications in financial planning Knowledge of financial markets

Benefits

  • Attractive salary package
  • Performance bonuses
  • Health and wellness programs

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 role?
A degree in finance or a related field and 3-7 years of experience in wealth management are required.
What will my daily responsibilities be?
You will analyze client portfolios, recommend investment strategies, and maintain client relationships.
What is the work environment like?
This is an onsite role based in a professional office in Bandra Kurla Complex.
Is there potential for career advancement?
Yes, there are opportunities for growth into senior management roles.
How can 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 Consultant

₹60,000–1.2 lakh a month

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