Wealth Management Associate

LocoJobs · recruiting for a confidential client

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Listing updated

Pay
₹35,000–60,000 a month
Location
Kota, Rajasthan
Work mode
On-site
Job type
Full time
Experience
Up to 3 yrs
Category
Wealth Management

In hand: about ₹31,400–54,000 a month after PF and income tax (estimate). How it's worked out

As a Wealth Management Associate, you will assist clients in investment planning and financial management. This role is perfect for those who are passionate about finance and client relations.

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About the role

The Wealth Management Associate plays a crucial role in helping clients achieve their financial goals through effective investment planning and management. You will work closely with clients to understand their financial needs and provide tailored solutions.

Your responsibilities will include analyzing market trends, advising on investment strategies, and maintaining strong client relationships. This position is ideal for individuals who are enthusiastic about finance and possess excellent communication skills.

As a member of our client's team, you will have the opportunity to grow your career in a dynamic environment while making a positive impact on clients' financial futures.

What you'll do

  • Assist clients with investment strategies.
  • Provide market analysis and insights.
  • Develop and maintain client relationships.
  • Collaborate with senior wealth managers.

What you'll need

  • Bachelor's degree in Finance or related field.
  • Strong analytical skills.
  • Desire to learn and grow in wealth management.

Skills

Excellent communication and interpersonal skills. Basic understanding of financial products. Team player.

Good to have

Internship experience in finance or wealth management. Knowledge of portfolio management.

Benefits

  • Competitive salary with bonuses.
  • Opportunities for training and advancement.
  • Dynamic work environment.

Interested in this role?

It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.

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Wealth Management Associate jobs in other cities

Delhi Vadodara Kochi Dehradun Nagpur Bhubaneswar Indore Thane Chennai

Questions about this job

What is the Wealth Management Associate role?
The Wealth Management Associate position is a Full Time (Onsite) role based in Kota. Experience: Up to 3 yrs. Key skills needed include Excellent communication and interpersonal skills., Basic understanding of financial products., Team player.. LocoJobs is recruiting for this role on behalf of a client employer — apply directly on this page.
What is the salary for the Wealth Management Associate position?
The Wealth Management Associate position offers a salary of INR 35,000 - INR 60,000/month. Additional benefits include Competitive salary with bonuses., Opportunities for training and advancement., Dynamic work environment..
How do I apply for the Wealth Management Associate job?
You can apply for the Wealth Management Associate position directly through LocoJobs. Click the "Apply Now" button on this page, fill in your details and upload your resume. This listing is open until Dec 7, 2026.
How many jobs are currently available in Kota?
There are currently 16 active job openings in Kota on LocoJobs. Popular categories include Audit (4), Wealth Management (4), NBFC (3), Finance (2). Browse all jobs in Kota to find more opportunities.
How many Wealth Management jobs are available right now?
There are currently 86 active Wealth Management job openings listed on LocoJobs. Top hiring locations for Wealth Management roles include Bhubaneswar (20), Kota (4), Vadodara (4), Chennai (3). Explore all Wealth Management jobs to find your ideal role.
Are there Wealth Management jobs available in Kota?
There are 4 active Wealth Management job openings in Kota on LocoJobs. View all Wealth Management jobs in Kota to apply today.

Listing last updated

Wealth Management Associate

₹35,000–60,000 a month

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