Wealth Management Associate

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹45,000–90,000 a month
Location
Ranchi, Jharkhand
Work mode
Remote
Job type
Full time
Experience
2–4 yrs
Category
Wealth Management

In hand: about ₹40,500–81,200 a month after PF and income tax (estimate). How it's worked out

We are looking for a Wealth Management Associate to help clients manage their financial portfolios effectively.

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About the role

In this role, you will support clients in making informed decisions about their investments and financial strategies. Your day-to-day tasks will include conducting market research, preparing financial reports, and assisting clients with portfolio management. This remote position is perfect for someone with prior experience in wealth management and a strong understanding of financial markets.

You will work closely with experienced advisors to develop your skills and contribute to clients' financial success. If you are motivated, detail-oriented, and have a passion for investing, we want to hear from you.

What you'll do

  • Assist clients with investment strategies
  • Conduct market research
  • Prepare financial reports
  • Support portfolio management

What you'll need

  • Bachelor's degree in finance or related field
  • 2+ years of experience in wealth management
  • Strong understanding of financial markets

Skills

Analytical skills Communication skills Knowledge of financial products

Good to have

Sales experience Client relationship management

Benefits

  • Remote work flexibility
  • Performance bonuses
  • Professional development programs

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 a Wealth Management Associate do?
You will support clients with investment decisions and portfolio management.
What qualifications are needed for this position?
A degree in finance or related field and experience in wealth management.
Is this position remote?
Yes, this is a fully remote role.
What is the salary range for this job?
The salary ranges from INR 45,000 to INR 90,000 monthly.
How can I apply for this role?
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

₹45,000–90,000 a month

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