Wealth Management Associate

KijiJobs · recruiting for a confidential client

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Listing updated

Pay
₹35,000–50,000 a month
Location
Udaipur, Rajasthan
Work mode
Hybrid
Job type
Part time
Experience
2–4 yrs
Category
Wealth Management

We are looking for a Wealth Management Associate in Udaipur. This part-time hybrid role is perfect for individuals with a background in finance and investment.

Apply now

About the role

We are looking for a Wealth Management Associate in Udaipur. This part-time hybrid role is perfect for individuals with a background in finance and investment.

What you'll do

  • Provide clients with investment advice and financial guidance
  • Conduct market analysis and portfolio assessments
  • Collaborate with senior advisors to develop strategies
  • Maintain client relationships and ensure satisfaction

What you'll need

  • Bachelor's degree in Finance, Economics, or related field
  • Experience in wealth management or financial advising
  • Strong analytical skills

Skills

Excellent communication and interpersonal skills Strong analytical and problem-solving abilities Proficient in financial software

Good to have

Knowledge of investment strategies Experience with client relationship management

Benefits

  • Flexible work schedule
  • Comprehensive training in wealth management
  • Supportive and collaborative team environment

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 responsibilities of a Wealth Management Associate?
You will assist clients with investments, conduct market research, and develop financial plans.
What experience is needed for this position?
Candidates should have 2-4 years of experience in finance or wealth management.
Is this role part-time or full-time?
This is a part-time role with hybrid work options.
What is the salary for this position?
The salary ranges from INR 35,000 to INR 50,000 per month.

Listing last updated

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Wealth Management Associate

₹35,000–50,000 a month

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