Senior Financial Consultant

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹60,000–90,000 a month
Location
Jodhpur, Rajasthan
Work mode
Hybrid
Job type
Full time
Experience
5–10 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 client as a Senior Financial Consultant and lead a team of wealth management professionals. You will provide expert advice to high-net-worth clients.

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About the role

As a Senior Financial Consultant, you will develop and implement personalized financial strategies tailored to high-net-worth clients. Your expertise will help them navigate investment opportunities and achieve their financial goals effectively. This role is ideal for seasoned professionals who are passionate about client engagement and financial planning.

You will collaborate with a skilled team, and your insights will play a crucial role in driving strategic decision-making. Our client provides a supportive environment that fosters professional growth and development, along with access to comprehensive resources and tools to enhance client service.

If you seek a challenging yet rewarding career in wealth management, we encourage you to apply.

What you'll do

  • Develop personalized financial strategies for clients
  • Analyze financial data and market trends
  • Build and maintain strong relationships with high-net-worth clients
  • Lead a team of financial advisors

What you'll need

  • Bachelor's degree in Finance, Economics, or related field
  • At least 5 years of experience in wealth management
  • Relevant financial certifications (e.g., CFP, CFA)

Skills

Strong analytical and problem-solving skills Excellent communication and interpersonal abilities Proficiency in financial software and tools

Good to have

Experience with portfolio management Knowledge of tax regulations

Benefits

  • Competitive salary with performance-based bonuses
  • Comprehensive health insurance
  • Professional development opportunities

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 this role?
You will develop financial strategies, advise clients, and manage client relationships.
What qualifications do I need?
A degree in finance or related field along with relevant certifications is required.
Is remote work an option?
Yes, 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 per month based on experience.
How can I apply for this position?
Click "Apply Now" on this page to apply through KeralaCarts. KeralaCarts is recruiting for this role on behalf of a client employer.

Listing last updated

Senior Financial Consultant

₹60,000–90,000 a month

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