Wealth Management Consultant

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹50,000–90,000 a month
Location
Vijayawada, Andhra Pradesh
Work mode
Hybrid
Job type
Full time
Experience
3–6 yrs
Category
Wealth Management

In hand: about ₹45,000–81,200 a month after PF and income tax (estimate). How it's worked out

Join a leading firm as a Wealth Management Consultant, where your expertise will help clients achieve their financial goals. Collaborate with a dynamic team in a hybrid work environment.

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About the role

As a Wealth Management Consultant, you will provide tailored financial advice to clients, assisting them in managing their investments and financial portfolios. Your responsibilities will include analyzing clients' financial situations and developing personalized strategies to meet their unique goals.

This role is ideal for individuals with a strong background in finance and investment strategies, particularly those who excel in client interactions. You will collaborate closely with a team of financial advisors and investment specialists, ensuring that clients receive the highest level of service and support.

In addition to your client-facing duties, this position offers opportunities for professional growth and development as you contribute to the success of our client in the wealth management sector.

What you'll do

  • Provide personalized financial advice to clients
  • Analyze client financial situations and develop investment strategies
  • Monitor and report on client portfolio performance
  • Collaborate with financial advisors and investment specialists
  • Maintain strong client relationships and provide ongoing support

What you'll need

  • Bachelor's degree in finance, business, or a related field
  • 3-6 years of experience in wealth management or financial advisory
  • Strong analytical and communication skills

Skills

Financial analysis and portfolio management Excellent communication and interpersonal skills Knowledge of investment products and financial markets

Good to have

Certifications such as CFA or CFP Experience with financial planning software

Benefits

  • Competitive salary with performance-based bonuses
  • Health insurance and retirement benefits
  • Opportunities for professional development and certifications

Interested in this role?

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

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Wealth Management Consultant jobs in other cities

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Questions about this job

What are the main responsibilities of a Wealth Management Consultant?
You will provide financial advice, create investment strategies, and monitor client portfolios.
What qualifications are needed for this role?
A degree in finance or a related field, along with relevant experience in wealth management, is required.
Is this position onsite or remote?
This role offers a hybrid work mode, allowing flexibility to work both onsite and remotely.
What is the salary range for this position?
The salary range is between INR 50,000 to INR 90,000 per month, depending on experience.
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.

Listing last updated

Wealth Management Consultant

₹50,000–90,000 a month

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