Senior Wealth Management Professional

14 hours ago

Surat, Gujarat, India beBeeEquityAdvisor Full time ₹ 80,00,000

Job Overview

We are seeking a skilled and client-focused Equity Advisor to join our team.

The role involves trading, order execution, HNI client handling, and cross-selling of wealth & investment products.

Key Responsibilities:

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

Requirements:

  • Graduate with minimum 55% marks.
  • 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).

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