Senior Private Client Advisor
4 days ago
About the Role
We are seeking an experienced Senior Private Client Advisor to join a leading financial services conglomerate in India.
The successful candidate will have a strong background in financial markets, including derivatives, currency and commodities.
Key responsibilities include:
- Managing a team of advisors to ensure productivity and meeting targets
- Maintaining the profit and loss (P&L) of the team/branch on a monthly basis
- Delivering timely and customized equity advice to assigned clients as per defined timelines
- Passing on customer feedback to senior advisors
- Maintaining advisory certification programs for team members
- Ensuring compliance and surveillance on regular intervals
The ideal candidate will have:
- 9+ years of experience in financial markets
- 2+ years of leadership experience
- Domain knowledge of capital markets, including derivatives, currency and commodities
- IT skills in MS Office
We offer our employees the opportunity to work with market leaders in the equities space.
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