About the role
As a Wealth Management Consultant, you will develop personalized financial plans for clients, helping them achieve their investment and savings goals. This part-time onsite role is perfect for seasoned professionals with a passion for finance and client service. You will leverage your expertise in investment strategies, risk assessment, and financial products to provide tailored advice. Join our team and make a significant impact on clients' financial futures.
What you'll do
- Develop financial plans
- Assess client portfolios
- Provide investment advice
- Build client relationships
What you'll need
- Bachelor's degree in Finance or related field
- 4-7 years of experience
- Strong client-facing skills
Skills
Investment knowledge
Client relationship management
Analytical skills
Good to have
Certifications in financial planning
Proficiency in financial software
Benefits
- Flexible working hours
- Performance bonuses
- Professional development
Interested in this role?
It takes about two minutes. Free to apply — KijiJobs never asks candidates for money.
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Questions about this job
What are the key responsibilities in this role?
You will create financial plans, assess client portfolios, and offer investment advice.
What experience is required for this position?
A minimum of four years in wealth management or financial advisory roles.
Is this a full-time or part-time position?
This is a part-time position.
What is the salary range for this role?
The salary ranges from INR 60,000 to INR 100,000 per month.
How can I apply for this job?
Click "Apply Now" on this page to apply through KijiJobs. KijiJobs is recruiting for this role on behalf of a client employer.
Listing last updated