Senior Financial Consultant

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹70,000–1.2 lakh a month
Location
Mysuru, Karnataka
Work mode
On-site
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 our client as a Senior Financial Consultant to provide expert advice in wealth management. Engage with high-net-worth clients to optimize their financial strategies.

Apply now

About the role

As a Senior Financial Consultant, you will analyze clients' financial needs and develop tailored investment strategies that align with their goals. Your expertise will guide clients in achieving their financial ambitions by providing insights into market trends and investment opportunities.

Collaboration is key in this role, as you will work closely with a team of financial advisors to build long-term relationships with clients. If you thrive in a dynamic environment and are passionate about helping clients succeed financially, this position is ideal for you.

The hiring company fosters a supportive atmosphere that encourages professional growth and development, ensuring you have the resources to excel in your role.

What you'll do

  • Analyze clients' financial situations
  • Develop tailored investment strategies
  • Guide clients on financial products
  • Build and maintain client relationships

What you'll need

  • Bachelor's degree in finance or related field
  • 5+ years experience in wealth management
  • Strong analytical skills

Skills

Investment analysis Client relationship management Market research

Good to have

Financial modeling Portfolio management

Benefits

  • Competitive salary
  • Performance bonuses
  • Health insurance

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 main responsibilities of the Senior Financial Consultant?
You will analyze financial needs, develop investment strategies, and build client relationships.
What qualifications are required for this role?
A degree in finance or a related field, along with relevant experience in wealth management, is preferred.
What is the work mode for this position?
This is an onsite role based in HSR Layout, Mysuru.
Is there room for professional development?
Yes, our client offers opportunities for growth and continued learning.

Listing last updated

Senior Financial Consultant

₹70,000–1.2 lakh a month

Apply