Wealth Management Consultant

LocoJobs · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹55,000–95,000 a month
Location
Raipur, Chhattisgarh
Work mode
Hybrid
Job type
Contract
Experience
3–7 yrs
Category
Wealth Management

In hand: about ₹49,500–85,700 a month after PF and income tax (estimate). How it's worked out

Seeking a Wealth Management Consultant in Raipur to provide tailored financial advice to clients and manage their portfolios.

Apply now

About the role

As a Wealth Management Consultant, you will play a crucial role in guiding clients to make informed financial decisions. Your responsibilities will include analyzing client portfolios, assessing risk, and providing tailored recommendations to help clients achieve their financial goals.

This position is ideal for individuals who are passionate about finance and excel in building long-term relationships with clients. The hybrid work model allows for flexibility while ensuring continued client engagement.

You will work alongside a team of financial experts, providing comprehensive support to your clients. Strong interpersonal skills and a talent for financial planning are essential for success in this role, making it a great opportunity for career advancement.

What you'll do

  • Analyze client portfolios
  • Provide financial advice
  • Manage investments
  • Build client relationships

What you'll need

  • Bachelor's degree in finance or economics
  • 3+ years experience in wealth management
  • Strong analytical skills

Skills

Client relationship management Analytical thinking Financial planning

Good to have

Knowledge of investment strategies Experience with financial software

Benefits

  • Flexible work environment
  • Performance bonuses
  • Professional development opportunities

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

Questions about this job

What does a Wealth Management Consultant do?
You will provide financial advice and manage clients' investment portfolios.
What qualifications are necessary for this role?
A degree in finance or related fields and experience in wealth management are important.
Is this position onsite or remote?
This role is hybrid, allowing both remote and onsite work.
What is the salary range for this position?
The salary ranges from INR 55,000 to INR 95,000 per month.

Listing last updated

Wealth Management Consultant

₹55,000–95,000 a month

Apply