Senior Financial Consultant

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹70,000–1.2 lakh a month
Location
Bengaluru, Karnataka
Work mode
Hybrid
Job type
Full time
Experience
5–10 yrs
Category
Wealth Management

In hand: about ₹63,100–1,01,800 a month after PF and income tax (estimate). How it's worked out

Join a dynamic team as a Senior Financial Consultant, where you'll provide financial planning and investment advice to high-net-worth clients.

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About the role

As a Senior Financial Consultant, you will engage directly with clients to understand their financial objectives and create customized wealth management strategies. Your role will involve analyzing clients' financial situations and recommending suitable investment products to help them achieve their goals.

Building and maintaining strong client relationships is crucial for success in this position, ensuring high levels of client satisfaction. Candidates should possess a solid background in wealth management and client relations, as well as a commitment to ethical practices.

This role offers opportunities for professional development within a supportive team environment that values innovation and excellence in financial consulting.

What you'll do

  • Engage with high-net-worth clients to assess their financial needs.
  • Develop and implement personalized wealth management strategies.
  • Monitor investment performance and recommend adjustments.
  • Ensure compliance with regulatory requirements in financial advising.

What you'll need

  • Bachelor's degree in Finance, Business, or related field.
  • Certified Financial Planner (CFP) or equivalent certification.
  • Proven experience in wealth management and client relations.

Skills

Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. In-depth knowledge of financial markets and investment products.

Good to have

Familiarity with financial software and tools. Experience in portfolio management.

Benefits

  • Competitive salary with performance-based bonuses.
  • Opportunities for professional development and certifications.
  • Health and wellness programs.

Interested in this role?

It takes about two minutes. Free to apply — KeralaCarts never asks candidates for money.

Apply now

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Questions about this job

What qualifications are required for this position?
Candidates should have a degree in finance or a related field, along with relevant certifications such as CFP.
Is remote work an option for this role?
Yes, this role supports a hybrid work model allowing for both onsite and remote work.
What is the expected salary range?
The salary for this position ranges between INR 70,000 to INR 120,000 per month based on experience.
How many years of experience do I need?
A minimum of 5 years of relevant experience in wealth management is required.

Listing last updated

Senior Financial Consultant

₹70,000–1.2 lakh a month

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