Wealth Management Advisor

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹70,000–1.2 lakh a month
Location
Raipur, Chhattisgarh
Work mode
Hybrid
Job type
Contract
Experience
5–10 yrs
Category
Wealth Management

In hand: about ₹63,100–1,01,800 a month after PF and income tax (estimate). How it's worked out

Join our team as a Wealth Management Advisor in Raipur. This contract position is ideal for experienced professionals looking to provide exceptional financial advice.

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About the role

As a Wealth Management Advisor, you will work with high-net-worth clients to develop personalized investment strategies that align with their financial goals. Your expertise will guide clients through portfolio management, risk assessment, and wealth preservation strategies. This role is perfect for seasoned professionals with a passion for finance and client relationship management.

In addition to client interactions, you will collaborate with investment analysts and financial planners to enhance service offerings. You will have the flexibility of a hybrid work model, allowing for a mix of remote and in-office work. Your experience in wealth management will be crucial in fostering long-lasting client relationships and achieving financial success for your clients.

What you'll do

  • Develop personalized investment strategies for clients.
  • Manage client portfolios and assess risk factors.
  • Provide ongoing financial advice and education.
  • Collaborate with financial analysts to enhance client offerings.

What you'll need

  • Bachelor's degree in Finance, Economics, or a related field.
  • 5-10 years of experience in wealth management.
  • Relevant certifications (e.g., CFP, CFA) preferred.

Skills

Strong financial analysis skills. Excellent communication and interpersonal skills. Ability to build and maintain client relationships.

Good to have

Knowledge of investment products and markets. Experience with financial planning software.

Benefits

  • Attractive commission structure.
  • Flexible working hours.
  • 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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Wealth Management Advisor jobs in other cities

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Questions about this job

What qualifications do I need for this position?
Candidates should have at least 5-10 years of experience in wealth management or financial advisory.
Is this role fully onsite?
No, this is a hybrid role with a mix of onsite and remote work.
What is the expected salary range?
The salary for this position ranges from INR 70,000 to INR 120,000 per month.
What are the key responsibilities of a Wealth Management Advisor?
Responsibilities include developing investment strategies, managing client portfolios, and providing financial advice.
How can I apply for this position?
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

₹70,000–1.2 lakh a month

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