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Senior Equity Advisor
2 weeks ago
About this role:
We are seeking a seasoned financial professional to take on the role of Senior Equity Advisor. The successful candidate will be responsible for driving business growth through strategic equity advice and client engagement.
Key responsibilities will include:
- Maintaining accurate P&L records for the team
- Delivering tailored equity recommendations to clients, aligning with their investment goals and timelines
- Ensuring seamless communication with senior advisors regarding customer feedback
- Maintaining and enhancing advisory certification programs
- Conducting regular compliance checks
Requirements:
- Graduate degree in any field, preferably MBA Finance or relevant certifications like CA, CFA, or NCFM/AMFI
- A minimum of 5 years of experience in financial markets, with at least 2 years in a leadership position
- In-depth knowledge of capital markets, including derivatives, currencies, and commodities
- Proficiency in MS Office
This is an exceptional opportunity for a motivated individual to grow professionally and make a meaningful impact in the financial industry.