Senior Private Client Advisor

4 days ago


Mumbai, Maharashtra, India Michael Page Full time

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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