Wealth Management Advisor

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹50,000–90,000 a month
Location
Jamshedpur, Jharkhand
Work mode
Hybrid
Job type
Full time
Experience
3–7 yrs
Category
Wealth Management

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

Our client is seeking a Wealth Management Advisor in Jamshedpur to provide financial planning and investment advice to clients.

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About the role

As a Wealth Management Advisor, you will play a crucial role in guiding clients through their financial planning and investment strategies. Your responsibilities will include assessing clients' financial situations and providing tailored investment solutions to help them achieve their financial goals.

This position is ideal for experienced financial professionals who are passionate about fostering financial success for others. In this hybrid role, you will have the flexibility to work remotely while also meeting clients in person in Sadar Bazar.

You will be part of a supportive team that values your expertise and encourages your professional growth. Strong interpersonal skills and a deep understanding of investment products are essential for excelling in this role.

What you'll do

  • Guide clients in financial planning
  • Assess financial situations
  • Provide tailored investment solutions
  • Achieve clients' financial goals

What you'll need

  • Degree in finance or related field
  • Experience in wealth management
  • Strong interpersonal skills

Skills

Interpersonal skills Knowledge of investment products Analytical thinking

Good to have

Certifications in financial planning Experience with financial software

Benefits

  • Flexible working arrangements
  • Supportive team environment
  • Professional development opportunities

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 responsibilities of a Wealth Management Advisor?
You will provide financial planning and investment advice tailored to clients' needs.
What qualifications are necessary for this position?
A degree in finance or a related field, along with relevant experience in wealth management.
Is this position onsite or remote?
This is a hybrid role with both remote and onsite client interactions.
What is the salary range for this role?
The salary ranges from INR 50,000 to INR 90,000 per month.
How do I apply for this job?
Click "Apply Now" on this page to apply through Career In Bank. Career In Bank is recruiting for this role on behalf of a client employer.

Listing last updated

Wealth Management Advisor

₹50,000–90,000 a month

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