Wealth Management Professional

2 weeks ago

Morādābād, Uttar Pradesh, India beBeeFinancial Full time ₹ 80,00,000

We are seeking a skilled and client-focused professional to join our Wealth Advisory team as an Advisor – RCAD. The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products.

The right candidate should have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to advise clients on diversified financial products.

  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver end-to-end investment advisory services with a focus 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 and strengthen relationships with HNI clients through consistent advisory support.
  • Conduct client risk profiling and provide guidance based on fundamental & technical analysis.

Key Requirements

  • 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).

This is an exciting opportunity for professionals who thrive in fast-paced environments and can think critically about complex problems. If you have the skills, knowledge, and passion for this role, please submit your resume.

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