Junior Wealth Management Executive

Actively hiring Junior Wealth Management Executive [Invest Value Finctech Private Limited](/company/invest-value-finctech-private-limited-1784705788\)  Gurgaon, Mumbai, Noida 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 2 weeks ago Job 297 applicants [Share on WhatsApp](https://wa.me/?text=Check%20out%20this%20%20job%20at%20Invest%20Value%20Finctech%20Private%20Limited%20https%3A%2F%2Finternshala.com%2Fjob%2Fdetail%2Fjunior-wealth-management-executive-job-in-multiple-locations-at-invest-value-finctech-pvt-ltd1784705965%3Futm_source%3Dwp_share%26referral%3Dweb_share) [Share on LinkedIn](https://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Finternshala.com%2Fjob%2Fdetail%2Fjunior-wealth-management-executive-job-in-multiple-locations-at-invest-value-finctech-pvt-ltd1784705965%3Futm_source%3Dli_share%26referral%3Dweb_share) [Share on Facebook](https://www.facebook.com/share.php?u=https%3A%2F%2Finternshala.com%2Fjob%2Fdetail%2Fjunior-wealth-management-executive-job-in-multiple-locations-at-invest-value-finctech-pvt-ltd1784705965%3Futm_source%3Dfb_share%26referral%3Dweb_share) [Share on Twitter](https://twitter.com/share?url=https%3A%2F%2Finternshala.com%2Fjob%2Fdetail%2Fjunior-wealth-management-executive-job-in-multiple-locations-at-invest-value-finctech-pvt-ltd1784705965%3Futm_source%3Dtw_share%26referral%3Dweb_share) [Copy link](#) [Apply now](/student/interstitial/application/junior-wealth-management-executive-job-in-multiple-locations-at-invest-value-finctech-pvt-ltd1784705965) [Apply now](/student/interstitial/application/junior-wealth-management-executive-job-in-multiple-locations-at-invest-value-finctech-pvt-ltd1784705965) 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 [Learn Effective Communication](https://trainings.internshala.com/english-speaking/?utm_source=is_web_internshala_details_page) [Learn Stocks and Trading](https://trainings.internshala.com/stock-market-trading-course/?utm_source=is_web_internshala_details_page) [Learn Business Communication](https://trainings.internshala.com/business-communication-course/?utm_source=is_web_internshala_details_page) [Learn Financial modeling valuation](https://trainings.internshala.com/financial-modeling-valuation-course/?utm_source=is_web_internshala_details_page) [Learn Digital Marketing](https://trainings.internshala.com/digital-marketing-course/?utm_source=is_web_internshala_details_page) [Learn Business Analytics](https://trainings.internshala.com/business-analytics-course/?utm_source=is_web_internshala_details_page) 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 ------------------------------------------- Invest Value was founded with the vision to transform the 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 [Apply now](/student/interstitial/application/junior-wealth-management-executive-job-in-multiple-locations-at-invest-value-finctech-pvt-ltd1784705965) Additional Questions × Close Sign up to continue Candidate sign up [ Sign up/ Login with Google ](/login/get_google/?utm_source=&utm_medium=&utm_campaign=) Sign up with Email OR Email Password First Name Last Name Sign up By continuing as a candidate, you agree to our [T&C](/terms#student). Already registered? [Login](/student/resume?detail_source=resume_intermediate) var to\_show\_recaptcha = 0; Sign up to continue Candidate sign up [ Sign up/ Login with Google ](/login/get_google/?utm_source=&utm_medium=&utm_campaign=) Sign up with Email OR Email Password First Name Last Name Sign up By continuing as a candidate, you agree to our [T&C](/terms#student). Already registered? [Login](/student/resume?detail_source=resume_intermediate) var to\_show\_recaptcha = 0; var to\_trigger\_already\_applied\_btn\_ga = 0; var is\_post\_auto\_approved = 0; var is\_internship\_sent\_for\_followup\_for\_unpaid = ""; var is\_internship\_sent\_for\_followup\_for\_less\_stipend = ""; var to\_show\_invite\_applicant = true; var to\_show\_zapp\_modal = false; var to\_show\_zapp\_opt\_in\_modal = false; var internship\_id = 3218386; var open\_positions = 10; Stipend: ₹ 5,00,000 - 10,00,000