Senior Financial Consultant

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹80,000–1.2 lakh a month
Location
Hyderabad, Telangana
Work mode
On-site
Job type
Full time
Experience
5–10 yrs
Category
Wealth Management

In hand: about ₹72,100–1,01,800 a month after PF and income tax (estimate). How it's worked out

We are looking for a Senior Financial Consultant to guide clients on investment strategies and wealth management solutions.

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About the role

As a Senior Financial Consultant, you will be responsible for developing tailored financial plans that meet the unique needs of clients. Your expertise in wealth management will be crucial as you analyze market trends and provide strategic investment advice. You will continually assess and adjust client portfolios to ensure they align with their financial objectives.

This role is ideal for experienced professionals who are passionate about delivering financial guidance and fostering strong client relationships. In a collaborative environment, you will focus on providing exceptional value to clients, helping them achieve their financial goals and navigate complex investment landscapes.

What you'll do

  • Develop and implement financial plans for clients.
  • Analyze market conditions and investment opportunities.
  • Maintain and cultivate client relationships.
  • Monitor and adjust client portfolios as necessary.

What you'll need

  • Bachelor's degree in finance or related discipline.
  • 5+ years of experience in financial consulting or wealth management.
  • Strong analytical and client management skills.

Skills

Strong analytical and financial modeling skills. Excellent communication and presentation abilities. Ability to work collaboratively in teams.

Good to have

Certified Financial Planner (CFP) designation. Experience with financial planning software.

Benefits

  • Performance-based bonuses.
  • Comprehensive health benefits.
  • Ongoing professional training and development.

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 are the key responsibilities of a Senior Financial Consultant?
You'll create financial plans, analyze market trends, and manage client relationships.
What qualifications are required?
A degree in finance or a related field, plus significant experience in wealth management, is needed.
Is this position onsite?
Yes, this is an onsite role based in HITEC City, Hyderabad.
What salary can I expect?
The monthly salary ranges from INR 80,000 to INR 120,000.

Listing last updated

Senior Financial Consultant

₹80,000–1.2 lakh a month

Apply