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
Visakhapatnam, Andhra Pradesh
Work mode
On-site
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

Join our team as a Wealth Management Advisor and help clients achieve their financial goals.

Apply now

About the role

As a Wealth Management Advisor, you will provide personalized financial advice to clients, helping them to build and preserve their wealth. This role suits individuals with significant experience in financial planning and investment management. You will develop tailored strategies to meet each client’s unique investment objectives and risk tolerance. Your success will be driven by your ability to build relationships and provide exceptional service.

We emphasize a supportive culture where advisors can thrive and develop professionally.

What you'll do

  • Provide financial advice
  • Develop investment strategies
  • Build and maintain client relationships

What you'll need

  • Degree in Finance or related field
  • 3-7 years of experience in wealth management
  • Strong interpersonal skills

Skills

Investment knowledge Client relationship management Analytical skills

Good to have

Sales experience Public speaking

Benefits

  • Competitive salary
  • Performance bonuses
  • Comprehensive health benefits

Interested in this role?

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

Apply now

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Questions about this job

What does the wealth management advisor do?
You will provide personalized financial planning and investment advice to clients.
What qualifications are required?
A degree in Finance or related field and 3-7 years of relevant experience.
Is this an onsite role?
Yes, this position is onsite in M.G. Road, Visakhapatnam.
What is the salary range for this position?
The salary ranges from INR 50,000 to INR 90,000 per month.
How can I apply?
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

Apply