About the role
In this role, you will work closely with clients to understand their financial goals and develop tailored investment strategies. As a Senior Financial Consultant, you will guide clients in wealth management, asset allocation, and risk management. This hybrid position offers flexibility while working with a dedicated team focused on client success.
You will leverage your experience to build strong client relationships and provide insights to help clients achieve their financial objectives. If you are a seasoned financial consultant looking for a rewarding opportunity, we encourage you to apply.
What you'll do
- Develop and implement investment strategies.
- Manage client portfolios and financial plans.
- Conduct market research to identify trends.
- Build and maintain relationships with clients.
- Provide guidance on asset allocation and risk management.
What you'll need
- Bachelor's degree in Finance or related field.
- 5+ years of experience in wealth management.
- Strong understanding of investment products.
Skills
Excellent communication and interpersonal skills.
Strong analytical abilities.
Proficiency in financial software.
Good to have
Experience with portfolio management.
Familiarity with financial planning tools.
Benefits
- Competitive salary and performance incentives.
- Comprehensive health benefits.
- Opportunities for professional development.
Interested in this role?
It takes about two minutes. Free to apply — KeralaCarts never asks candidates for money.
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Questions about this job
What are the key responsibilities of a Senior Financial Consultant?
You will manage client portfolios, provide financial advice, and develop investment strategies.
What experience is required for this position?
Candidates should have 5 to 10 years of experience in wealth management.
Is this position remote or onsite?
This is a hybrid position with both onsite and remote work.
What is the expected salary range?
The salary range is between INR 70,000 and INR 100,000 per month.
How can I apply for this role?
Click "Apply Now" on this page to apply through KeralaCarts. KeralaCarts is recruiting for this role on behalf of a client employer.
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