Financial Markets Specialist

4 days ago

Chennai, Tamil Nadu, India beBeeDerivative Full time ₹ 60,00,000 - ₹ 80,00,000
Job Title: Financial Markets Specialist

We are seeking a skilled and experienced Financial Markets Specialist to join our Wealth Advisory team. The role involves trading and order execution, high net worth (HNW) client handling, and cross-selling of wealth and investment products.

The successful candidate will have hands-on experience in terminal handling, equity and derivative trading, and a proven ability to advise clients on diversified financial products. They should be well-versed in market trends, risk management, and regulatory requirements.

Key Responsibilities:

  • Execute equity, derivatives, options, and cash market orders on behalf of clients with precision and speed.
  • Deliver end-to-end investment advisory services, focusing on assets under management (AUM) growth and portfolio penetration.
  • Cross-sell a range of third-party financial products such as insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, unlisted shares, IAP, and other offerings.
  • Manage and strengthen relationships with HNW clients through consistent advisory support and timely communication.
  • Conduct client risk profiling and provide guidance based on fundamental and technical analysis.

Requirements:

  • Graduate with minimum 55% marks.
  • 2+ years of experience in HNW broking, trading, or wealth advisory.
  • Domain knowledge: equity and derivative markets, broking and operations, investment advisory and client portfolio management.
  • Technical skills: proficiency in trading applications and MS Office.
  • NISM Series VIII – Equity Derivatives certification is mandatory.

This role offers an exciting opportunity to work with a leading financial firm and advance your career in the field of wealth advisory.

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