Wealth Management Associate

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–80,000 a month
Location
Dibrugarh, Assam
Work mode
Hybrid
Job type
Full time
Experience
2–5 yrs
Category
Wealth Management

In hand: about ₹36,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join our client’s dynamic team as a Wealth Management Associate and help clients achieve their financial goals. This role is ideal for those with a passion for finance and client relations.

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About the role

As a Wealth Management Associate, you will be responsible for managing client portfolios, providing investment advice, and developing financial plans tailored to clients’ needs. Day to day, you will collaborate with senior wealth managers to deliver exceptional client service and ensure that client goals are met through effective strategy implementation. This position suits individuals who thrive in a fast-paced environment and have a strong understanding of financial products and markets. The team offers an engaging work culture that promotes continuous learning and professional growth.

You will be expected to conduct market research, prepare financial reports, and assist in managing client meetings. The ideal candidate will have excellent communication skills, a proactive approach to problem-solving, and the ability to build strong client relationships.

What you'll do

  • Manage and grow client portfolios through strategic investment advice.
  • Conduct market research to stay updated on financial products.
  • Prepare comprehensive financial reports and presentations.
  • Assist in client meetings and follow-up actions.

What you'll need

  • Bachelor's degree in finance, business, or a related field.
  • 2-5 years of experience in wealth management or related roles.
  • Certifications in financial planning or investment management are a plus.

Skills

Strong analytical and quantitative skills. Excellent communication and interpersonal skills. Proficiency in financial software and tools.

Good to have

Knowledge of investment strategies and financial markets. Certifications such as CFP or CFA.

Benefits

  • Competitive salary and performance-based bonuses.
  • Health insurance and retirement benefits.
  • Professional development and training opportunities.

Interested in this role?

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

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Questions about this job

What qualifications are required for this role?
A degree in finance, business, or a related field, along with relevant experience in wealth management.
Is this position remote or onsite?
This role offers a hybrid work model, allowing flexibility in work location.
What skills are essential for success in this position?
Strong analytical skills, knowledge of financial products, and excellent interpersonal communication are essential.
What are the career growth opportunities in this role?
You will have opportunities to advance to senior wealth management positions and specialize in various financial areas.
How can I apply for this position?
Click "Apply Now" on this page to apply through BFSI Jobs. BFSI Jobs is recruiting for this role on behalf of a client employer.

Listing last updated

Wealth Management Associate

₹40,000–80,000 a month

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