Wealth Manager

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1 lakh a month
Location
Thiruvananthapuram, Kerala
Work mode
Hybrid
Job type
Full time
Experience
5–10 yrs
Category
Wealth Management

In hand: about ₹54,000–90,200 a month after PF and income tax (estimate). How it's worked out

A leading Wealth Management firm is looking for a Wealth Manager to provide tailored financial advice to high-net-worth clients.

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About the role

As a Wealth Manager, you will develop and manage relationships with high-net-worth individuals, providing them with personalized financial advice and investment strategies. Your expertise will help clients navigate financial complexities and achieve their financial goals. This hybrid role allows for flexibility while maintaining a strong client focus.

You will be responsible for identifying investment opportunities and monitoring market trends to provide informed recommendations. Your strong interpersonal skills will be essential in building trust and ensuring client satisfaction. This is an excellent opportunity for experienced wealth managers looking to advance their careers in a rewarding environment.

What you'll do

  • Develop and manage client relationships
  • Provide personalized financial advice and strategies
  • Identify investment opportunities and market trends
  • Ensure high levels of client satisfaction

What you'll need

  • 5-10 years of experience in wealth management
  • Strong interpersonal and communication skills
  • Bachelor's degree in finance or related field

Skills

Financial analysis skills Strong communication skills Proficiency in financial planning software

Good to have

Experience with high-net-worth clients Knowledge of investment products

Benefits

  • Competitive salary and performance bonuses
  • 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.

Apply now

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Questions about this job

What are the main duties of a Wealth Manager?
You will provide financial advice, manage client relationships, and identify investment opportunities.
What qualifications do I need for this role?
5-10 years of experience in wealth management or financial services is required.
Is this position hybrid?
Yes, this role allows for both onsite and remote work.
How do 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 Manager

₹60,000–1 lakh a month

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