About the role
In this full-time position, you will provide comprehensive financial planning and investment advice to clients in the banking sector. Your role involves assessing client needs and developing customized financial strategies to help them achieve their financial goals.
You will also monitor investment performance and adjust strategies as necessary to align with market trends. This position is ideal for individuals with strong interpersonal skills and a dedication to client success. Our client fosters a supportive environment for professional growth, making it an excellent opportunity for career advancement.
What you'll do
- Assess client financial needs and goals
- Develop personalized financial strategies
- Monitor and review investment portfolios
- Provide regular updates and insights to clients
What you'll need
- Bachelor's degree in Finance or Business
- 4-8 years of experience in wealth management
- Financial certification (CFA, CFP) is a plus
Skills
Exceptional communication and interpersonal skills
Strong analytical abilities
Knowledge of investment products
Good to have
Experience with financial planning software
Familiarity with estate planning
Benefits
- Competitive salary
- Health and wellness programs
- Opportunities for career advancement
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 does a Wealth Management Consultant do?
You will guide clients on financial planning and investment strategies.
What qualifications are required?
A degree in finance or related field and 4-8 years of experience in wealth management.
Is this role onsite or remote?
This is an onsite position in Gwalior.
What is the salary for this position?
The salary range is between INR 60,000 to 100,000 per month.
How do I apply?
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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