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Objectives of this role / About the job Achieve and exceed revenue targets and assets under advisement (AUA). Grow recurring income through fee-based advisory relationships. Continuously improve expertise through professional development and certifications. Leverage financial tools and technology to improve efficiency and client experience. Responsibilities: Actively study the mutual fund universe available to the client to identify and recommend optimal solutions that support client goals and portfolio outcomes. Deliver suitable investment solutions aligned with client risk profiles, time horizons, and regulatory guidelines. Monitor portfolio performance and recommend rebalancing to manage volatility and protect capital. Translate complex investment concepts into clear, practical guidance for clients. Skills and experiences: Outstanding personal and professional relationship within the affluent segment Excellent client- and service -orientation as well as outstanding communication skills Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions Excellent presentation and interpersonal skills Problem-solving attitude Proven track record in client acquisition and management of wealth for clients is essential Drive and motivation to work in a target oriented and high-performance culture Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and to meet company's policies and obligations Preferred Qualifications: Bachelor’s or Master's degree in Finance, Accounting, Economics, or related field License: IC Complex 2 License is required At least 7 years of experience in wealth management is a must Proficiency in English is preferable
Most are in India and the US. Here's how to pick the right one for you.
74.689Jobs
17.483IN
79%EN
WorkMundi's database shows 74,689 open sales positions globally. India leads with 17,483 jobs, followed by the US with 13,876. If you're open to geography, you have real options — but the sheer number means you need a filter. Don't apply to everything. Pick a country, a company size, and a sales model that matches what you actually want to do.
Almost 8 in 10 of these ads have their text written in English. That's useful for reading the job description and understanding what you're signing up for. But it tells you nothing about whether the role requires you to speak English with customers, partners, or your team. Ask the hiring manager directly during your first conversation.
The employers posting the most are boxlunch, SIMPLE RECRUIT, FlexBoard, and tmobile. If you see their name on a listing, you know they're actively hiring. That can work in your favor — high-volume recruiters often move faster. But volume also means competition. Your application needs to stand out.
Sales interviews almost always include a version of this: 'Tell me about a time you lost a deal. What did you learn?' Prepare a real story where you take ownership of what went wrong and what you'd do differently. Hiring managers want to see you learn, not just win.