About the role
In this role, you will provide tailored financial advice to clients, helping them navigate investments, retirement planning, and wealth preservation strategies. You will work closely with clients to understand their financial situations and provide customized solutions. This part-time position is ideal for experienced financial advisors who thrive in a client-focused environment. Our client values relationship-building and offers a flexible work model to suit your schedule.
What you'll do
- Provide tailored financial advice to clients
- Develop and manage investment strategies
- Conduct regular portfolio reviews
- Build and maintain client relationships
What you'll need
- Bachelor’s degree in finance or related field
- 3-5 years of experience in wealth management
- Strong interpersonal skills
Skills
Excellent communication skills
Strong analytical abilities
Client relationship management
Good to have
Experience with financial planning software
Knowledge of investment products
Benefits
- Flexible working hours
- Attractive commission structure
- Professional development 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 responsibilities does a Wealth Management Consultant have?
You will provide financial advice, develop investment strategies, and manage client portfolios.
What experience is needed for this role?
3-5 years of experience in wealth management or financial advisory is preferred.
Is this a full-time position?
This is a part-time role with a hybrid work model.
What is the salary range for this position?
The salary is between INR 30,000 and INR 55,000 per month.
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