Junior Wealth Management Executive

Actively hiring

Junior Wealth Management Executive

Start Date

Starts  Immediately

CTC (ANNUAL)

₹ 5,00,000 - 10,00,000 ₹ 5,00,000 - 10,00,000 /year

Experience

1 year(s)

1 year(s)

Apply By

21 Aug' 26

Posted few hours ago

Job

Be an early applicant

About the job

Are you a talented junior wealth management executive looking to take your career to the next level? Invest Value Finctech Pvt. Ltd. is seeking an ambitious individual who excels in sales, effective communication, business development, financial planning, and investing. Join our dynamic team and make a real impact on our clients' financial futures.

Key Responsibilities:

1. Build and maintain partner/client relationships through exceptional service and personalized financial planning.
2. Drive sales and business development initiatives to grow our partner & client base and increase revenue.
3. Collaborate with senior wealth management team to develop comprehensive investment strategies for clients.
4. Stay up-to-date on market trends, financial products, and industry regulations to provide expert advice to clients.
5. Assist in managing client portfolios, making investment decisions, and monitoring performance.
6. Conduct regular reviews and assessments with clients to ensure their financial goals are being met.
7. Continuously seek opportunities for professional growth and development in the wealth management industry.

If you have a passion for finance, a keen understanding of investing, and a drive to succeed in a fast-paced environment, we want to hear from you. Take the next step in your career with Invest Value Finctech Pvt. Ltd. and help our clients achieve their financial dreams. Apply now!

Skill(s) required

Business Development Effective Communication Financial planning Investing Sales

Earn certifications in these skills

Who can apply

Only those candidates can apply who:

1. have minimum 1 years of experience

Other requirements

1. Wealth management, financial services, AUM management.

Salary

Probation:

Duration:

Salary during probation:

After probation:

Annual CTC: ₹ 5,00,000 - 10,00,000 /year

Perks

5 days a week Health Insurance

Number of openings

10

About Invest Value Finctech Private Limited

InvestValue was founded with the vision to transform wealth management domain with technology, innovation & intellect using the digital wave. We are India's first coveted wealthtech multi issuer platform - A Solution to all your business needs that will transform your effort and determination into a roaring success in areas of wealth creation, client happiness and business growth.

All our offerings are based on the idea of inclusivity and simplicity.

Activity on Internshala

Hiring since August 2025

9 opportunities posted

Additional Questions

Sign up to continue

Candidate sign up

Sign up/ Login with Google

Sign up with Email

OR

By continuing as a candidate, you agree to our T&C .

Already registered? Login

Sign up to continue

Candidate sign up

Sign up/ Login with Google

Sign up with Email

OR

By continuing as a candidate, you agree to our T&C .

Already registered? Login