About the role
As a Wealth Management Consultant, you will provide personalized investment advice and financial planning services to clients. This hybrid role allows you to meet clients both in-person and remotely, making it ideal for individuals who thrive on building relationships. You will assess clients' financial needs, develop tailored strategies, and monitor their investment portfolios. Our client values a proactive approach to wealth management and encourages ongoing professional development.
What you'll do
- Provide personalized investment advice
- Develop financial planning strategies
- Monitor client portfolios
- Build and maintain client relationships
What you'll need
- Degree in finance or business
- 3-6 years in wealth management
- Strong interpersonal skills
Skills
Analytical skills
Strong communication
Client relationship management
Good to have
Knowledge of investment products
Sales experience
Benefits
- Performance-based bonuses
- Continuous education opportunities
- Health insurance
Interested in this role?
It takes about two minutes. Free to apply — Career In Bank never asks candidates for money.
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Questions about this job
What does a Wealth Management Consultant do?
You provide financial advice and investment strategies tailored to client needs.
What qualifications are required for this role?
A degree in finance or related field and 3-6 years of experience in wealth management.
Is this a hybrid position?
Yes, this role involves both remote and onsite client meetings.
What is the salary range for this position?
The salary is between INR 50,000 to INR 90,000 per month.
How do 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.
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