Wealth Management Consultant

KijiJobs · recruiting for a confidential client

Posted 1 week ago · Apply by 12 Dec 2026

Listing updated 28 Oct 2026

Pay: ₹60,000–90,000 a month
Location: Pune, Maharashtra
Work mode: On-site
Job type: Full time
Experience: 3–5 yrs
Category: Wealth Management

In hand: about ₹54,000–81,200 a month after PF and income tax (estimate). How it's worked out

Seeking an experienced Wealth Management Consultant to advise clients on investment strategies and manage their portfolios.

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About the role

In this role, you will engage with high net worth individuals to understand their financial goals and provide tailored investment advice. You will be responsible for analyzing market trends and creating personalized investment strategies that align with clients' objectives.

Your expertise in financial products, coupled with a consultative approach, will allow you to build strong relationships. The ideal candidate will have a proven track record in wealth management and a passion for helping clients achieve their financial dreams.

What you'll do

Engage with clients to determine their financial goals
Develop tailored investment strategies
Analyze market trends and investment opportunities
Monitor and manage client portfolios

What you'll need

Bachelor's degree in Finance or related field
3-5 years of experience in wealth management
Strong analytical and communication skills

Skills

Investment analysis Client relationship management Financial product knowledge

Good to have

Certifications like CFP or CFA

Benefits

Competitive salary and performance bonuses
Health insurance and retirement plans
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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