Wealth Management Consultant

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1 lakh a month
Location
Ahmedabad, Gujarat
Work mode
Remote
Job type
Full time
Experience
3–7 yrs
Category
Wealth Management

In hand: about ₹54,000–90,200 a month after PF and income tax (estimate). How it's worked out

Looking for a Wealth Management Consultant to provide personalized financial advice to clients and help them achieve their financial goals.

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About the role

As a Wealth Management Consultant, you will collaborate with clients to assess their financial needs and develop customized investment strategies. Your role involves providing expert advice on various financial products and services, ensuring clients can effectively navigate the complexities of wealth management.

This position is ideal for seasoned professionals who possess a deep understanding of financial markets and a commitment to client success. You will build lasting relationships, guiding clients toward their financial goals while working within a supportive and innovative team environment.

What you'll do

  • Assess client financial needs
  • Develop customized investment strategies
  • Monitor portfolio performance
  • Build and maintain client relationships

What you'll need

  • Bachelor's degree in finance or related field
  • 3-7 years of experience in wealth management
  • Strong analytical and interpersonal skills

Skills

Investment knowledge Client relationship management Excellent communication skills

Good to have

Certifications in financial planning Experience with financial software

Benefits

  • Performance incentives
  • Health and wellness programs
  • Continuous professional development

Interested in this role?

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

Apply now

Wealth Management Consultant jobs in other cities

Tirupati Agra Noida Bhopal Surat Kolkata Tirunelveli Ludhiana Visakhapatnam

Questions about this job

What does the role of a Wealth Management Consultant involve?
You will provide personalized financial advice and investment solutions to clients.
Is this a remote position?
Yes, this role offers a fully remote work environment.
What qualifications are required?
A degree in finance or a related field, along with relevant experience in wealth management.
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.
What is the expected salary for this role?
The salary ranges from INR 60,000 to INR 100,000 per month.

Listing last updated

Wealth Management Consultant

₹60,000–1 lakh a month

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