Wealth Management Associate

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Mysuru, Karnataka
Work mode
On-site
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 Wealth Management Associate and help clients achieve their financial goals. This role offers a dynamic work environment with ample growth opportunities.

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About the role

As a Wealth Management Associate, you will work closely with clients to understand their financial needs and provide tailored investment solutions. Your day-to-day tasks will include conducting market research, preparing financial plans, and advising on investment strategies. You will collaborate with a team of financial experts to deliver exceptional service and build long-lasting client relationships. This position is ideal for individuals who are passionate about finance and have a strong desire to help others succeed financially.

What you'll do

  • Conduct market research to identify investment opportunities.
  • Prepare and present comprehensive financial plans to clients.
  • Develop and maintain strong client relationships.
  • Advise clients on asset allocation and risk management.

What you'll need

  • Bachelor's degree in finance, economics, or a related field.
  • 2-5 years of experience in wealth management or financial services.
  • Strong analytical and communication skills.

Skills

Strong analytical skills. Excellent communication and interpersonal skills. Proficiency in financial software and tools.

Good to have

Knowledge of investment strategies and market trends. Experience with CRM software.

Benefits

  • Competitive salary and performance-based bonuses.
  • Health insurance and retirement benefits.
  • Opportunities for professional development and training.

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 Associate jobs in other cities

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Questions about this job

What are the main responsibilities of a Wealth Management Associate?
You will conduct market research, prepare financial plans, and advise clients on investment strategies.
What qualifications are required for this role?
A degree in finance or a related field, along with relevant experience in wealth management or financial advisory.
Is this a remote position?
No, this is an onsite position based in Mysuru.
What is the salary range for this position?
The salary ranges from INR 40,000 to INR 70,000 per month, depending on experience.
How do I apply for the Wealth Management Associate 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 Associate

₹40,000–70,000 a month

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