Wealth Management Consultant

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹50,000–80,000 a month
Location
Lucknow, Uttar Pradesh
Work mode
On-site
Job type
Full time
Experience
3–7 yrs
Category
Wealth Management

In hand: about ₹45,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join our client's wealth management team and help clients achieve their financial goals through personalized investment strategies.

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About the role

In this role, you will conduct detailed client consultations to assess financial needs and develop tailored wealth management plans. The ideal candidate will have a strong background in finance and a passion for building long-term client relationships. You will work closely with other financial professionals to deliver comprehensive solutions and support clients in navigating their investment portfolios.

This position offers a collaborative environment where you can enhance your skills and make a significant impact on clients' financial well-being. If you thrive in a dynamic setting and have a client-first mindset, this role is perfect for you.

What you'll do

  • Conduct client consultations
  • Develop and implement investment strategies
  • Monitor client portfolios
  • Provide ongoing support and advice

What you'll need

  • Bachelor's degree in Finance or related field
  • Certification in Financial Planning (CFP) preferred
  • Strong analytical skills

Skills

Excellent communication skills Strong interpersonal skills Financial analysis proficiency

Good to have

Knowledge of investment products Experience with financial planning software

Benefits

  • Performance-based bonuses
  • Health insurance
  • Professional development opportunities

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 Consultant jobs in other cities

Thiruvananthapuram Nashik Bhopal Jodhpur Chandigarh Amritsar Ranchi Kochi Hyderabad

Questions about this job

What are the primary responsibilities of the Wealth Management Consultant?
You will assess client financial needs, create tailored investment strategies, and manage client relationships.
What experience is required for this position?
Candidates should have 3 to 7 years of experience in wealth management or financial advisory.
What is the work environment like?
The role is onsite in a collaborative team environment located in Civil Lines, Lucknow.
What is the salary range for this position?
The salary for this role ranges from INR 50,000 to INR 80,000 monthly.
How can I apply for this job?
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 Consultant

₹50,000–80,000 a month

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