About the role
In this role, you will provide financial planning and investment advice to clients based on their individual financial goals. You will analyze client portfolios and recommend investment strategies tailored to their needs. This part-time position offers the flexibility of hybrid work, allowing you to meet clients in person and conduct virtual consultations. Ideal for experienced financial advisors looking to maintain a balanced schedule while helping clients achieve their financial objectives.
What you'll do
- Provide financial planning and investment advice
- Analyze client portfolios and recommend strategies
- Conduct client meetings and presentations
- Stay updated on market trends and financial products
What you'll need
- Degree in finance or related field
- Experience in wealth management or financial advisory
- Strong interpersonal and communication skills
Skills
Strong analytical skills
Excellent communication abilities
Ability to build and maintain client relationships
Good to have
Knowledge of investment products
Experience with financial planning software
Benefits
- Flexible work hours
- Opportunity to build client relationships
- Access to professional development resources
Interested in this role?
It takes about two minutes. Free to apply — Career In Bank never asks candidates for money.
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Questions about this job
What are the working hours for this position?
This is a part-time role, and hours are flexible based on client needs.
What qualifications do I need?
A degree in finance or related field and relevant experience in wealth management are required.
Will I be working remotely or onsite?
This is a hybrid role, allowing for both remote and onsite client meetings.
What is the salary range for this role?
The salary ranges from INR 30,000 to INR 50,000 per month.
Is there potential for full-time employment?
Yes, depending on performance and client demand.
Listing last updated