Infosys

Principal Consultant - Wealth Management

Infosys

Minneapolis, MN, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Infosys, we are looking for a Principal Consultant - Wealth Management who will be an integral part of our team. As a Principal Consultant, you will have the opportunity to work with a variety of businesses and organizations to develop and implement wealth management strategies.We are looking for an individual who is passionate about the industry, has a strong understanding of the financial markets, and has experience in consulting. The ideal candidate should have excellent communication skills and the ability to work independently as well as in a team environment.The successful candidate should have a Bachelor's degree in finance, economics, or a related field and a minimum of 5 years of experience in a consulting or financial services role. A CFA or CFP certification is preferred. Experience in working with clients in the wealth management space and/or experience in the banking sector is also an asset.If you are an experienced professional with a passion for wealth management and a drive to make a difference in the industry, we want to hear from you.

Responsibilities:

  • Develop and implement wealth management strategies for a variety of businesses and organizations.
  • Provide consultation to clients in the wealth management space.
  • Possess strong understanding of the financial markets.
  • Maintain excellent communication skills and the ability to work both independently and in a team environment.
  • Develop relationships with clients in the banking sector.
  • Monitor and analyze the performance of investments.
  • Provide guidance and advice to clients on wealth management strategies.
  • Ensure compliance with industry regulations and standards.
  • Keep up to date with industry trends and developments.
Where is this job?
This job is located at Minneapolis, MN, USA
Job Qualifications
  • Or Related Field

  • Economics

  • Bachelor's Degree In Financial Planning

  • Accounting

  • + Years Of Experience In The Wealth Management Industry

  • Certified Financial Planner (Cfp) Designation

  • Proven Track Record Of Successful Client Engagements

  • Demonstrated Knowledge Of Investment And Asset Management Principles

  • Familiarity With Financial Software And Platforms

  • Ability To Effectively Manage Teams And Resources

Required Skills
  • Risk Management

  • Consulting

  • Project Management

  • Financial Planning

  • Data Analysis

  • Problem Solving

  • Financial Modeling

  • Strategy development

  • Team Leadership

  • Process optimization

  • Client Relations

  • wealth management

  • Communications

  • Portfolio analysis

  • Stakeholder management

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Principal Consultant - Wealth Management in Minneapolis, MN, USA is approximately between $125,000 and $168,000 per year. This range may vary depending on experience, qualifications, and other factors.

Additional Information
Infosys is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedNovember 21st, 2023
Apply BeforeMay 10th, 2026
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About Infosys

Infosys Limited is an Indian multinational corporation that provides business consulting, information technology and outsourcing services. It has its headquarters in Bengaluru, Karnataka, India.

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