Wealth Management Associate

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Ahmedabad, Gujarat
Work mode
On-site
Job type
Full time
Experience
1–3 yrs
Category
Wealth Management

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

We are looking for a Wealth Management Associate to assist our clients in managing their investment portfolios. The ideal candidate will have a strong background in finance and excellent communication skills.

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About the role

As a Wealth Management Associate, you will play a crucial role in assisting clients with their investment portfolios. Your expertise in finance will help clients make informed decisions to achieve their financial goals.

Strong communication skills are essential, as you will be interacting with clients to understand their needs and provide tailored advice. You will also collaborate with senior wealth managers to develop investment strategies that align with clients' objectives.

This role offers an excellent opportunity to grow your career in finance while contributing to clients' financial success. If you are passionate about helping others and have a solid foundation in finance, we encourage you to apply.

What you'll do

  • Support wealth management team
  • Assist clients with investment choices
  • Conduct market research

What you'll need

  • Bachelor's degree in Finance or related field
  • Strong analytical skills
  • Customer service experience

Skills

Financial acumen Client relationship management Research skills

Good to have

Experience in wealth management Knowledge of investment strategies

Benefits

  • Performance bonuses
  • Training programs
  • Health insurance

Interested in this role?

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

Apply now

Wealth Management Associate jobs in other cities

Udaipur Indore Dibrugarh Thiruvananthapuram Hyderabad Hosur Bengaluru Mangaluru Mumbai

Questions about this job

What is the Wealth Management Associate role?
The Wealth Management Associate position is a Full Time (Onsite) role based in Ahmedabad. Experience: 1–3 yrs. Key skills needed include Financial acumen, Client relationship management, Research skills. BFSI Jobs is recruiting for this role on behalf of a client employer — apply directly on this page.
What is the salary for the Wealth Management Associate position?
The Wealth Management Associate position offers a salary of INR 40,000 - INR 70,000/month. Additional benefits include Performance bonuses, Training programs, Health insurance.
How do I apply for the Wealth Management Associate job?
You can apply for the Wealth Management Associate position directly through BFSI Jobs. Click the "Apply Now" button on this page, fill in your details and upload your resume. This listing is open until Dec 16, 2026.
How many jobs are currently available in Ahmedabad?
There are currently 18 active job openings in Ahmedabad on BFSI Jobs. Popular categories include Finance (8), NBFC (3), Wealth Management (3), Accounting (2). Browse all jobs in Ahmedabad to find more opportunities.
How many Wealth Management jobs are available right now?
There are currently 110 active Wealth Management job openings listed on BFSI Jobs. Top hiring locations for Wealth Management roles include Gwalior (5), Bhopal (4), Jaipur (4), Ahmedabad (3). Explore all Wealth Management jobs to find your ideal role.
Are there Wealth Management jobs available in Ahmedabad?
There are 3 active Wealth Management job openings in Ahmedabad on BFSI Jobs. View all Wealth Management jobs in Ahmedabad to apply today.

Listing last updated

Wealth Management Associate

₹40,000–70,000 a month

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