Senior Investment Advisor

4 hours ago


Coimbatore, Tamil Nadu, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000
Equity Advisor Role Overview

This role is designed for an experienced equity advisor who can provide high-quality advisory services to clients and help grow their assets under management.

  • The successful candidate will be responsible for executing trades, managing client relationships, and providing investment advice.

Key Requirements:

  • Graduate degree with a minimum of 55% marks.
  • At least 2 years of experience in HNI broking, trading, or wealth advisory.

Technical Skills Required:

  • Proficiency in Trading Applications and Microsoft Office.

Certifications:

  • NISM Series VIII - Equity Derivatives (Mandatory).

What We Offer:

  • Opportunity to work with a dynamic team and contribute to the growth of our business.
  • Chance to develop skills and expertise in equity advisory and client portfolio management.

About the Role:

  • Deliver end-to-end investment advisory services to clients.
  • Provide risk profiling and guidance based on fundamental and technical analysis.

How You Will Make an Impact:

  • Contribute to the growth of our Wealth Advisory team through exceptional service delivery.
  • Develop strong relationships with HNI clients and deliver tailored advisory solutions.


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