Wealth Management Consultant

LocoJobs · recruiting for a confidential client

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Listing updated

Pay
₹60,000–90,000 a month
Location
Mumbai, Maharashtra
Work mode
Hybrid
Job type
Full time
Experience
2–5 yrs
Category
Wealth Management

In hand: about ₹54,000–81,200 a month after PF and income tax (estimate). How it's worked out

Join our client as a Wealth Management Consultant, providing tailored financial solutions to clients. Ideal for candidates with a strong background in financial advisory.

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About the role

As a Wealth Management Consultant, you will be responsible for developing and managing client portfolios, providing personalized financial advice, and creating tailored investment strategies. Your expertise in financial markets will help clients achieve their financial goals.

The ideal candidate will possess strong analytical skills and a deep understanding of various financial products. You should be able to build lasting relationships with clients and communicate complex financial concepts clearly.

Our client offers a competitive salary along with performance-based incentives. This role provides an opportunity to work in a dynamic environment, enhancing your professional growth in the finance sector.

What you'll do

  • Develop financial plans for clients
  • Manage client portfolios
  • Provide market insights and recommendations

What you'll need

  • Bachelor's degree in Finance or related field
  • Certification in financial planning preferred

Skills

Strong communication skills Analytical thinking Client relationship management

Good to have

Knowledge of investment products Sales experience

Benefits

  • Competitive salary
  • Performance bonuses
  • Health insurance
  • Flexible working hours

Interested in this role?

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

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Wealth Management Consultant jobs in other cities

Kolkata Madurai Bhubaneswar Chennai Bengaluru

Questions about this job

What is the Wealth Management Consultant role?
The Wealth Management Consultant position is a Full Time (Hybrid) role based in Mumbai. Experience: 2–5 yrs. Key skills needed include Strong communication skills, Analytical thinking, Client relationship management. 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 Consultant position?
The Wealth Management Consultant position offers a salary of INR 60,000 - INR 90,000/month. Additional benefits include Competitive salary, Performance bonuses, Health insurance, Flexible working hours.
How do I apply for the Wealth Management Consultant job?
You can apply for the Wealth Management Consultant 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 4, 2026.
How many jobs are currently available in Mumbai?
There are currently 12 active job openings in Mumbai on LocoJobs. Popular categories include Audit (5), Finance (3), Wealth Management (3), Accounting (1). Browse all jobs in Mumbai to find more opportunities.
How many Wealth Management jobs are available right now?
There are currently 83 active Wealth Management job openings listed on LocoJobs. Top hiring locations for Wealth Management roles include Bhubaneswar (19), Vadodara (4), Mumbai (3), Kota (3). Explore all Wealth Management jobs to find your ideal role.
Are there Wealth Management jobs available in Mumbai?
There are 3 active Wealth Management job openings in Mumbai on LocoJobs. View all Wealth Management jobs in Mumbai to apply today.

Listing last updated

Wealth Management Consultant

₹60,000–90,000 a month

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