Wealth Management Consultant

KijiJobs · recruiting for a confidential client

Posted 1 day ago · Apply by 27 Dec 2026

Listing updated 12 Nov 2026

Pay: ₹50,000–90,000 a month
Location: Faridabad, Haryana
Work mode: On-site
Job type: Full time
Experience: 3–5 yrs
Category: Wealth Management

In hand: about ₹45,000–81,200 a month after PF and income tax (estimate). How it's worked out

Join our client as a Wealth Management Consultant to advise clients on financial strategies.

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About the role

In this role, you will provide personalized financial advice to clients, helping them achieve their financial goals through investment strategies and risk management. You will assess clients' financial situations, develop tailored investment plans, and monitor their progress. A strong background in finance and excellent interpersonal skills are essential for success in this position. The team is dedicated to ensuring client satisfaction and fostering long-term relationships.

What you'll do

Provide financial advice and investment strategies to clients
Develop and monitor individual financial plans
Build and maintain strong client relationships
Stay informed about market trends and investment products

What you'll need

Bachelor's degree in Finance or Business Administration
3-5 years of experience in wealth management
Certifications such as CFP or CFA are a plus

Skills

Strong knowledge of investment products and strategies Excellent sales and negotiation skills Ability to analyze financial data

Good to have

Experience with financial planning software Knowledge of tax implications on investments

Benefits

Attractive compensation package with performance bonuses
Health and wellness benefits
Opportunities for career advancement

Interested in this role?

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

Apply now