About the role
In this consultancy role, you will be responsible for advising clients on investment strategies, estate planning, and asset management. You will work closely with clients to understand their financial goals and to develop personalized wealth management plans. This role is ideal for experienced financial professionals who excel in client relations and possess a strong background in finance.
You will be part of a supportive team that encourages ongoing education and professional development. The flexibility of hybrid working allows you to maintain a work-life balance while supporting clients in achieving their financial aspirations.
What you'll do
- Develop personalized investment strategies for clients
- Conduct financial assessments and risk evaluations
- Provide ongoing support and advice to clients
What you'll need
- Bachelor's degree in Finance, Business, or related field
- Relevant certifications (e.g., CFP, CFA) preferred
Skills
Strong analytical skills
Excellent interpersonal skills
Knowledge of investment products
Good to have
Experience in financial planning tools
Networking skills
Benefits
- Competitive compensation
- Flexible working arrangements
- 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 is the expected experience level?
Candidates should have 3-7 years of experience in wealth management or financial advisory.
Is this a full-time position?
No, this is a part-time role with flexible hours.
What type of clients will I work with?
You will work with diverse clients, providing tailored financial advice.
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