Senior Investment Advisor Position

1 week ago

Kolkata, West Bengal, India beBeeInvestment Full time ₹ 80,00,000

We are seeking a highly skilled and experienced Investment Advisor to join our team. The successful candidate will be responsible for providing expert investment advice to high net worth individuals and families, with a focus on growth and portfolio penetration.

The role involves executing trades and orders on behalf of clients, managing and strengthening relationships with HNI clients, conducting client risk profiling, and providing guidance based on fundamental and technical analysis.

To succeed in this role, you will need to have hands-on experience in terminal handling, equity and derivative trading, and a proven ability to advise clients on diversified financial products.

The ideal candidate will have a strong educational background, with a minimum of 55% marks in their graduation degree. They will also require at least 2 years of experience in HNI broking, trading, or wealth advisory.

We are looking for someone who is proficient in Trading Applications and MS Office, and has certifications such as NISM Series VIII – Equity Derivatives (Mandatory).

If you are a motivated and results-driven individual with a passion for investing, we would love to hear from you

  • Key Responsibilities:
  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver end-to-end investment advisory services, with focus on AUM growth and portfolio penetration.
  • Cross-sell a range of third-party financial products.
  • Manage and strengthen relationships with HNI clients through consistent advisory support.
  • Conduct client risk profiling and provide guidance based on fundamental & technical analysis.
  • Required Skills and Qualifications:
  • Education: Graduate with minimum 55% marks.
  • Experience: 2+ years in HNI broking, trading, or wealth advisory.
  • Domain Knowledge:
  • Equity & derivative markets (cash, options, trading).
  • Broking & operations.
  • Investment advisory & client portfolio management.
  • Technical Skills: Proficiency in Trading Applications & MS Office.
  • Certifications: NISM Series VIII – Equity Derivatives (Mandatory).

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