Wealth Management Consultant

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹50,000–85,000 a month
Location
Thiruvananthapuram, Kerala
Work mode
Hybrid
Job type
Temporary
Experience
3–5 yrs
Category
Wealth Management

In hand: about ₹45,000–76,600 a month after PF and income tax (estimate). How it's worked out

Our client is seeking a Wealth Management Consultant to provide personalized investment advice and manage client portfolios.

Apply now

About the role

As a Wealth Management Consultant, you will collaborate with clients to identify their financial objectives and develop customized investment strategies. Your role will involve conducting thorough market research, analyzing financial data, and providing valuable insights on diverse investment options.

This position is temporary and offers a flexible hybrid work model, allowing you to balance onsite and remote responsibilities. Your expertise in wealth management will empower clients to make informed decisions about their investments.

Join us in providing exceptional financial services and positively impacting clients' financial journeys.

What you'll do

  • Create tailored investment strategies
  • Conduct market research
  • Analyze financial data
  • Provide insights on investment options

What you'll need

  • Bachelor's degree in finance or related field
  • 3-5 years of experience in wealth management
  • Strong analytical skills

Skills

Investment knowledge Analytical skills Excellent communication

Good to have

Experience with portfolio management Client relationship management skills

Benefits

  • Flexible work environment
  • Opportunity to work with high-net-worth clients
  • Professional development

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 does a Wealth Management Consultant do?
You will provide personalized investment advice and manage client portfolios.
What qualifications are required for this role?
A degree in finance or related field and 3-5 years of experience in wealth management are preferred.
Is this position temporary or permanent?
This is a temporary position with a hybrid work model.
What is the salary range for this role?
The salary ranges from INR 50,000 to INR 85,000 per month.

Listing last updated

Wealth Management Consultant

₹50,000–85,000 a month

Apply