Wealth Manager

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1.2 lakh a month
Location
Kochi, Kerala
Work mode
On-site
Job type
Full time
Experience
5–10 yrs
Category
Wealth Management

In hand: about ₹54,000–1,01,800 a month after PF and income tax (estimate). How it's worked out

Join our client as a Wealth Manager to provide personalized investment advice to high-net-worth clients.

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About the role

As a Wealth Manager, you will develop and manage investment portfolios for high-net-worth clients, providing personalized financial advice based on their unique goals and risk tolerance. You will analyze market trends, recommend investment opportunities, and ensure clients are informed about their financial strategies. This position is suited for experienced professionals with a solid understanding of wealth management practices and a passion for client service. The role offers opportunities for significant personal and professional growth within a collaborative environment.

What you'll do

  • Develop and manage investment portfolios for clients.
  • Provide personalized financial advice.
  • Analyze market trends and investment opportunities.
  • Maintain strong client relationships and ensure satisfaction.

What you'll need

  • Bachelor's degree in finance, business administration, or related field.
  • 5-10 years of experience in wealth management.
  • Certifications in financial planning are a plus.

Skills

Strong financial analysis skills. Excellent client relationship management. In-depth knowledge of investment strategies.

Good to have

Familiarity with wealth management software. Understanding of estate planning.

Benefits

  • Competitive salary with performance bonuses.
  • Opportunities for career advancement.
  • Comprehensive health benefits.

Interested in this role?

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

Apply now

Wealth Manager jobs in other cities

Hyderabad Nanded Gwalior Gurugram Chandigarh Amritsar Bhopal Pune Ujjain

Questions about this job

What are my responsibilities as a Wealth Manager?
You will manage investment portfolios and provide personalized financial advice to clients.
What experience is required for this position?
Candidates should have 5-10 years of experience in wealth management.
Is this role onsite or remote?
This is an onsite position located in Kochi.
What is the salary range for this role?
The monthly salary ranges from INR 60,000 to INR 120,000.
How can I apply for the Wealth Manager 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 Manager

₹60,000–1.2 lakh a month

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