Financial Consultant

Career In Bank · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹40,000–70,000 a month
Location
Ghaziabad, Uttar Pradesh
Work mode
Hybrid
Job type
Full time
Experience
2–5 yrs
Category
Wealth Management

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

Join our client as a Financial Consultant, guiding clients on investment strategies and financial planning.

Apply now

About the role

As a Financial Consultant, you will be responsible for advising clients on various wealth management strategies. Your role will involve analyzing clients' financial situations and recommending appropriate investment options to meet their financial goals. This position is ideal for professionals with a passion for finance and a dedication to client satisfaction. You will work in a dynamic environment that encourages professional growth and client-focused solutions.

The hiring company is looking for candidates who possess strong analytical skills and the ability to build lasting client relationships. You will be part of a supportive team that values innovation and excellence in service delivery.

What you'll do

  • Advise clients on wealth management
  • Analyze financial situations
  • Recommend investment strategies
  • Develop personalized financial plans

What you'll need

  • Bachelor's degree in Finance or related field
  • 2-5 years experience in financial consulting
  • Strong analytical and communication skills

Skills

Analytical thinking Client relationship management Financial planning

Good to have

Sales skills Knowledge of investment products

Benefits

  • Competitive salary
  • Performance bonuses
  • Professional development opportunities

Interested in this role?

It takes about two minutes. Free to apply — Career In Bank never asks candidates for money.

Apply now

Financial Consultant jobs in other cities

Questions about this job

What will my daily responsibilities include?
You will analyze financial situations, recommend investment options, and create financial plans for clients.
Is this position remote or onsite?
This is a hybrid role, allowing for both onsite and remote work.
What qualifications are required for this role?
A degree in finance or related field, along with 2-5 years of experience in wealth management.

Listing last updated

Financial Consultant

₹40,000–70,000 a month

Apply