Wealth Management Consultant

BJNM · recruiting for a confidential client

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Listing updated

Pay
₹60,000–90,000 a month
Location
Tiruvannamalai, Tamil Nadu
Work mode
Hybrid
Job type
Full time
Experience
3–6 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 team as a Wealth Management Consultant to provide tailored financial advice to high-net-worth clients.

Apply now

About the role

In this role, you will develop customized investment strategies for individual clients, focusing on growing and preserving wealth. You'll conduct thorough financial assessments and provide insights on market trends and investment opportunities. This position is ideal for professionals who enjoy building relationships and have a passion for finance.

You will work in a hybrid model, allowing for flexibility while engaging with clients both in-person and virtually. If you are motivated by results and enjoy providing personalized service, we would love to hear from you.

What you'll do

  • Develop investment strategies
  • Conduct financial assessments
  • Advise clients on market trends
  • Build client relationships

What you'll need

  • Bachelor's degree in Finance or related field
  • 3+ years of experience in wealth management
  • Strong interpersonal skills

Skills

Financial analysis Client relationship management Market knowledge

Good to have

Sales skills Networking

Benefits

  • Comprehensive training
  • Flexible work environment
  • Performance incentives

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 does a Wealth Management Consultant do?
You will create investment strategies and provide financial advice to high-net-worth clients.
What qualifications are necessary for this role?
Candidates should have 3-6 years of experience in wealth management and a relevant degree.
Is this position hybrid or remote?
This position offers a hybrid work model.
What is the salary range for this position?
The salary ranges from INR 60,000 to INR 90,000 monthly.
How can I apply for the Wealth Management Consultant role?
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

₹60,000–90,000 a month

Apply