Wealth Management Associate

KijiJobs · recruiting for a confidential client

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Listing updated

Pay
₹35,000–60,000 a month
Location
Gwalior, Madhya Pradesh
Work mode
Hybrid
Job type
Full time
Experience
2–4 yrs
Category
Wealth Management

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

Join our client as a Wealth Management Associate to help clients achieve their financial goals.

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About the role

In this role, you will work closely with clients to assess their financial situations and recommend investment strategies. Ideal for individuals with a strong background in finance, you will thrive in a dynamic environment that values client relationships and strategic thinking. The hybrid work model allows for flexibility in your work schedule while you collaborate with a team of experienced wealth managers. This position offers a pathway to advance your career in wealth management.

What you'll do

  • Assess clients' financial needs and goals
  • Recommend tailored investment strategies
  • Provide ongoing financial advice and support
  • Collaborate with a team of wealth management professionals

What you'll need

  • Bachelor's degree in Finance or a related field
  • 2-4 years of experience in wealth management or financial advisory
  • Strong analytical and communication skills

Skills

Understanding of investment strategies Excellent client relationship management Strong analytical skills

Good to have

Knowledge of financial planning tools Experience in client management software

Benefits

  • Competitive salary and incentives
  • Opportunities for career advancement
  • Comprehensive health benefits

Interested in this role?

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

Apply now

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Questions about this job

What are the main responsibilities of a Wealth Management Associate?
You will assess client financial needs, recommend investment strategies, and provide ongoing support.
Is this role hybrid?
Yes, this is a hybrid role with flexibility in work location.
What qualifications are needed?
A degree in finance with 2-4 years of experience in wealth management is preferred.
What is the salary range for this position?
The salary ranges from INR 35,000 to INR 60,000 monthly.

Listing last updated

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Wealth Management Associate

₹35,000–60,000 a month

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