Wealth Management Associate

KijiJobs · recruiting for a confidential client

Posted 3 days ago · Apply by 25 Dec 2026

Listing updated 10 Nov 2026

Pay: ₹30,000–50,000 a month
Location: Kota, Rajasthan
Work mode: Remote
Job type: Full time
Experience: 1–3 yrs
Category: Wealth Management

In hand: about ₹26,900–45,000 a month after PF and income tax (estimate). How it's worked out

Our client is looking for a Wealth Management Associate to assist clients in managing their investment portfolios.

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About the role

As a Wealth Management Associate, you will work closely with clients to understand their financial goals and provide tailored investment solutions. Your role includes conducting market research, analyzing investment opportunities, and preparing reports for clients. This position is ideal for individuals who are passionate about finance and have a strong customer service mindset. You will have the opportunity to develop your skills in wealth management and client relations.

What you'll do

Assist clients in managing investment portfolios
Conduct market research and analysis
Prepare financial reports and presentations
Develop customized investment strategies

What you'll need

Bachelor's degree in finance or related field
1-3 years of experience in wealth management
Strong communication and analytical skills

Skills

Investment analysis Client relationship management Market research skills

Good to have

Knowledge of financial planning software Experience with CRM tools

Benefits

Flexible working hours
Performance bonuses
Professional development opportunities

Interested in this role?

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

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