Wealth Management Consultant

LocoJobs · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹50,000–80,000 a month
Location
Nagpur, Maharashtra
Work mode
On-site
Job type
Full time
Experience
3–6 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 as a Wealth Management Consultant, where you will provide expert financial advice to clients and manage their investment portfolios.

Apply now
Report this job

About the role

As a Wealth Management Consultant, you will play a crucial role in understanding clients' financial goals and crafting tailored investment strategies. Your responsibilities will include conducting regular portfolio reviews, analyzing market trends, and ensuring compliance with regulatory requirements to safeguard clients' interests.

This position is perfect for finance professionals who excel in relationship-building and are committed to delivering exceptional client service. You will work in a collaborative environment that encourages innovation and professional development.

We are looking for individuals who are passionate about empowering clients to achieve their financial objectives. With the support of a dedicated team of experienced professionals, you will have access to the resources and tools necessary to thrive in this dynamic industry.

What you'll do

  • Assess clients' financial goals and risk tolerance
  • Develop and implement personalized investment strategies
  • Conduct regular portfolio reviews and performance analysis
  • Provide exceptional client service and maintain long-term relationships
  • Ensure compliance with financial regulations and company policies

What you'll need

  • Bachelor's degree in finance, economics, or a related field
  • 3-6 years of experience in wealth management or financial advisory
  • Relevant certifications (CFP, CFA) are a plus

Skills

Strong analytical and problem-solving skills Excellent communication and interpersonal skills Proficiency in financial planning software

Good to have

Knowledge of investment products and market trends Experience in client relationship management

Benefits

  • Competitive salary with performance-based incentives
  • Health and wellness benefits
  • Opportunities for professional development and training

Interested in this role?

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

Apply now

Wealth Management Consultant jobs in other cities

Vijayawada Ahmednagar Bhopal Mangaluru Visakhapatnam Navi Mumbai Kota Mysuru Hyderabad

Questions about this job

What are the key responsibilities of a Wealth Management Consultant?
You will assess clients' financial needs, create investment strategies, manage portfolios, and maintain client relationships.
What qualifications do I need for this role?
A degree in finance or a related field, along with relevant certifications (such as CFP or CFA), is preferred.
Is this a remote position?
No, this is an onsite role based in Nagpur.
What is the expected salary range for this role?
The monthly salary ranges from INR 50,000 to INR 80,000 based on experience.
How can I apply for this position?
Click "Apply Now" on this page to apply through LocoJobs. LocoJobs is recruiting for this role on behalf of a client employer.

Listing last updated

Wealth Management Consultant

₹50,000–80,000 a month

Apply