Wealth Management Analyst

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Vadodara, Gujarat
Work mode
On-site
Job type
Full time
Experience
3–5 yrs
Category
Wealth Management

In hand: about ₹36,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join our client's esteemed Wealth Management team in Vadodara as a Wealth Management Analyst, providing insights to high-net-worth clients.

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About the role

The Wealth Management Analyst plays a crucial role in analyzing financial data and developing tailored investment strategies for high-net-worth clients. Your expertise in financial markets will be vital in providing insights and recommendations that help clients achieve their financial objectives.

This position is ideal for individuals with a strong analytical mindset and a genuine passion for finance. You will collaborate closely with senior analysts and clients, enhancing your professional network within the finance industry. Additionally, our client promotes a supportive work environment that emphasizes continuous professional development.

What you'll do

  • Analyze market trends
  • Develop investment strategies
  • Prepare financial reports
  • Assist clients in achieving their financial goals

What you'll need

  • Bachelor's degree in Finance or Economics
  • 3-5 years of experience in wealth management
  • Strong analytical skills

Skills

Financial analysis Investment strategy formulation Client relationship management

Good to have

Familiarity with portfolio management tools Certifications like CFA or CFP

Benefits

  • Attractive salary package
  • 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

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Questions about this job

What will my main duties include?
You will analyze financial data and develop investment strategies for clients.
Is prior experience in wealth management required?
Yes, 3 to 5 years of experience in a similar role is preferred.
What is the work mode for this position?
This is an onsite role based in Vadodara.
How do 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 Analyst

₹40,000–80,000 a month

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