Wealth Management Consultant - Asset & Wealth Management(Big4jobs)

Department Icon Stock Market Trading Asset & Wealth Management
92+ Applicants
Posted: 11 months ago
3-5 years
Hyderabad
Hybrid
Upto ₹0 - ₹0

Posted: 11 months ago
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Applicants: 93+
Job Description
About Company
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Job Description

What role you will play in team: You'll work within a team providing expert advice to high-net-worth individuals on wealth management strategies.

What you will do: You will analyze clients' financial situations, develop customized wealth management plans, and build strong client relationships.

Key responsibility:

  • Conduct comprehensive financial planning for high-net-worth clients.
  • Develop and present customized investment strategies.
  • Provide financial advice and guidance on various wealth management aspects.
  • Manage client portfolios and monitor performance.
  • Maintain accurate client records and documentation.
  • Build and maintain strong client relationships.

Required Qualification and Skills:

  • Bachelor's degree in Finance, Accounting, or a related field.
  • Relevant experience in wealth management or financial planning.
  • Strong understanding of investment products and strategies.
  • Excellent communication and presentation skills.
  • Looking to get Placed? Try our Placement Guarantee Plan

    Strong analytical and problem-solving skills.
  • Professional certifications (e.g., CFP, CFA) preferred.

Benefits Included:

  • Competitive salary and comprehensive benefits package.
  • Opportunities for professional development and career growth.
  • Work in a collaborative and supportive team environment.

A Day in the Life: A day involves meeting with clients, reviewing financial statements, developing financial plans, and coordinating with other team members to ensure clients receive high-quality advice.

Skills

Wealth ManagementFinancial PlanningInvestment StrategiesClient Relationship ManagementFinancial Analysis

If an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.

About Company

EY India Careers 2025 – Overview

Ernst & Young Global Limited (EY) is one of the Big Four professional services organisations, headquartered in London, England, and operating in 150+ countries with a global workforce of ~400,000 professionals.

EY’s roots trace back to 1849 (Harding & Pullein) and 1903 (Ernst & Ernst), with the current global legal entity formed in 1989 through the merger of Ernst & Whinney and Arthur Young.

In India, EY employs ~50,000–55,000 people across offices in Gurugram, Mumbai, Bengaluru, Hyderabad, Chennai, Kolkata, and Pune. The firm operates through four integrated service lines — Assurance, Consulting, Strategy and Transactions, and Tax — helping clients capitalise on opportunities, manage risk, and deliver responsible growth.

EY’s purpose, Building a better working world, guides its work with businesses, governments, and non‑profits to solve complex challenges. The firm is recognised for its investments in AI (via the EY.ai platform), digital transformation, sustainability, and inclusive growth.

Business Model

EY operates as a service‑based B2B professional services firm, generating revenue through assurance, consulting, strategy & transactions, and tax services.

Its model blends:

  • Deep sector expertise with technology‑driven solutions
  • Global delivery capabilities with India as a strategic hub
  • Long‑term client relationships built on trust and recurring engagements

Strategic priorities for EY India include:

  • Scaling EY.ai and AI‑enabled services
  • Expanding ESG and sustainability consulting
  • Strengthening cybersecurity and digital transformation offerings
  • Growing Strategy and Transactions advisory in high‑growth sectors

Recent Wins & Recognition

  • Launched the EY.ai platform to integrate AI into all service lines globally and in India (https://www.ey.com/en_in/news/2023/ey-launches-ey-ai-platform).
  • Advised on a $1.1 billion renewable energy acquisition in India (https://economictimes.indiatimes.com/industry/energy/power/ey-advises-on-renewable-energy-acquisition/articleshow/).
  • Recognised as a Leader in Digital Strategy Consulting in the 2025 IDC MarketScape report (https://www.ey.com/en_in/news/2025/ey-named-leader-in-digital-strategy-consulting).
  • Partnered with the Government of India on Gati Shakti infrastructure planning (https://www.ey.com/en_in/news/2024/ey-supports-gati-shakti-infrastructure-planning).
  • Awarded Best Employer for Women 2025 by Working Mother & Avtar (https://www.ey.com/en_in/news/2025/ey-best-employer-for-women).

Culture & Values

EY’s culture is anchored in its EY Values:

  • People who demonstrate integrity, respect, and teaming
  • People with energy, enthusiasm, and the courage to lead
  • People who build relationships based on doing the right thing

The firm promotes diversity, equity, and inclusion, offers global mobility opportunities, and invests heavily in continuous learning through EY Badges, EY Tech MBA, and leadership programs.


Client‑Facing Businesses

Assurance

What it is – Independent audit and assurance services to enhance trust in financial reporting. Careers in India include:

  • Statutory Audit – Auditing financial statements for listed and unlisted companies.
  • Financial Accounting Advisory Services (FAAS) – IFRS/Ind AS advisory, reporting, and accounting change support.
  • Forensic & Integrity Services – Fraud investigation, dispute resolution, and compliance reviews.
  • Climate Change & Sustainability Services (CCaSS) – ESG reporting and assurance.

Consulting

What it is – Advises clients on business transformation, technology, and risk. In India, career opportunities span:

  • Business Consulting – Strategy, operations, and supply chain transformation.
  • Technology Consulting – ERP, cloud, data analytics, and cybersecurity.
  • Risk Consulting – Enterprise risk, internal audit, and regulatory compliance.
  • People Advisory Services – Workforce strategy, change management, and HR transformation.

Strategy and Transactions (SaT)

What it is – End‑to‑end deal advisory and capital strategy. India‑based roles cover:

  • M&A Advisory – Buy‑side and sell‑side deal advisory.
  • Transaction Diligence – Financial, tax, and operational due diligence.
  • Valuation, Modelling & Economics – Business valuations and financial modelling.
  • Restructuring – Turnaround and insolvency support.

Tax

What it is – Comprehensive tax and regulatory services. In India, career paths include:

  • Direct Tax – Corporate and international tax compliance and planning.
  • Indirect Tax – GST, customs, and trade advisory.
  • Transfer Pricing – Planning, documentation, and dispute resolution.
  • Tax Technology & Transformation – Automation and analytics for tax functions.


Read More

Important dates & deadlines?

Application Deadline

10 Jun 25, 11:04 AM IST

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Wealth Management Consultant - Asset & Wealth Management(Big4jobs)

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