About the role
As a Wealth Management Consultant, you will assist clients in managing their financial portfolios. This role requires strong interpersonal skills and financial acumen.
What you'll do
- Provide personalized financial advice.
- Manage client portfolios.
- Conduct market research.
- Build and maintain client relationships.
What you'll need
- Bachelor’s degree in Finance or related field.
- 2+ years of experience in wealth management.
- Strong communication and sales skills.
Skills
Knowledge of investment strategies.
Excellent client-facing skills.
Ability to analyze market trends.
Good to have
Certifications in financial planning.
Experience with CRM software.
Benefits
- Comprehensive health coverage.
- Performance incentives.
- Work-life balance initiatives.
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 is the Wealth Management Consultant role?
The Wealth Management Consultant position is a Full Time (Hybrid) role based in Bengaluru. Experience: 2–5 yrs. Key skills needed include Knowledge of investment strategies., Excellent client-facing skills., Ability to analyze market trends.. 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 Consultant position?
The Wealth Management Consultant position offers a salary of INR 50,000 - INR 70,000/month. Additional benefits include Comprehensive health coverage., Performance incentives., Work-life balance initiatives..
How do I apply for the Wealth Management Consultant job?
You can apply for the Wealth Management Consultant 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 19, 2026.
How many jobs are currently available in Bengaluru?
There are currently 16 active job openings in Bengaluru on BFSI Jobs. Popular categories include Finance (6), Fintech (6), Wealth Management (3), Accounting (1). Browse all jobs in Bengaluru to find more opportunities.
How many Wealth Management jobs are available right now?
There are currently 143 active Wealth Management job openings listed on BFSI Jobs. Top hiring locations for Wealth Management roles include Gwalior (6), Noida (5), Bhopal (5), Mangaluru (4). Explore all Wealth Management jobs to find your ideal role.
Are there Wealth Management jobs available in Bengaluru?
There are 3 active Wealth Management job openings in Bengaluru on BFSI Jobs. View all Wealth Management jobs in Bengaluru to apply today.
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