Financial Services Advisor

3 days ago

Jaipur, Rajasthan, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 80,00,000

Seeking a seasoned Advisor to join our Wealth Advisory team. This is an exciting opportunity to trade, advise and deliver exceptional client experiences.

The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products. The ideal candidate should have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to advise clients on diversified financial products.

Key Responsibilities:

  • Execute trades with precision and ensure seamless execution of equity, derivatives, options, and cash market orders.
  • Deliver end-to-end investment advisory services, focusing on AUM growth and portfolio penetration.
  • Cross-sell a range of third-party financial products including insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, unlisted shares, IAP, and other offerings.
  • Manage relationships with high net worth clients through consistent advisory support.
  • Conduct risk profiling and provide guidance based on fundamental & technical analysis.

Requirements:

  • Graduate with minimum 55% marks.
  • 2+ years of experience in HNI broking, trading, or wealth advisory.
  • Strong understanding of equity & derivative markets (cash, options, trading).
  • Domain knowledge in broking & operations, investment advisory & client portfolio management.
  • Technical skills in trading applications & MS Office.
  • NISM Series VIII – Equity Derivatives certification (mandatory).

Benefits:

Competitive salary and benefits package.

Opportunity to work with a leading financial firm.

Chance to develop your career in a dynamic and growing industry.

Professional development opportunities.

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