Wealth Management Advisor

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1.2 lakh a month
Location
Panaji, Goa
Work mode
On-site
Job type
Full time
Experience
4–8 yrs
Category
Wealth Management

In hand: about ₹54,000–1,01,800 a month after PF and income tax (estimate). How it's worked out

Join our team as a Wealth Management Advisor in Panaji. This full-time, onsite role offers a competitive salary and opportunities for growth.

Apply now

About the role

As a Wealth Management Advisor, you will be responsible for providing comprehensive financial planning and investment advice to clients. Your expertise will help clients make informed decisions about asset allocation, retirement planning, and risk management. This role is ideal for candidates with a strong background in finance and a passion for helping clients grow their wealth.

You will work closely with clients to understand their financial goals and develop personalized strategies that align with their needs. This position requires excellent interpersonal skills and the ability to build long-lasting relationships with clients. If you have a proven track record in wealth management and are looking for a challenging yet rewarding opportunity, we encourage you to apply.

What you'll do

  • Provide financial planning advice
  • Develop investment strategies
  • Build client relationships
  • Analyze market trends

What you'll need

  • Bachelor's degree in finance or related field
  • 4-8 years of experience in wealth management
  • Strong communication skills

Skills

Investment analysis Client relationship management Financial planning

Good to have

Sales skills Knowledge of financial products

Benefits

  • Attractive salary package
  • Opportunities for career advancement
  • Professional development support

Interested in this role?

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

Apply now

Wealth Management Advisor jobs in other cities

Questions about this job

What qualifications are required for this role?
Candidates should have a degree in finance or related field and 4-8 years of experience in wealth management.
What does the role entail?
You will provide financial planning and investment advice to clients.
Is this position onsite or remote?
This is an onsite position based in Panaji.

Listing last updated

Wealth Management Advisor

₹60,000–1.2 lakh a month

Apply