Career Opportunities in Investment Advisory

1 day ago

Hyderabad, Telangana, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

**Job Opportunity for Investment Professionals**

We are seeking highly skilled investment advisors to join our team and contribute to the growth of our Portfolio Management Services (PMS) distribution vertical.

The ideal candidate will have a strong mix of financial knowledge, relationship management skills, and compliance discipline to cater to the evolving needs of high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs).

Key responsibilities include distributing SEBI-registered PMS schemes, providing tailored investment solutions, acquiring, servicing, and retaining HNI/UHNI clients and family offices, conducting product presentations, investor awareness sessions, and relationship-building activities, ensuring 100% compliance with SEBI & PMS distribution regulations, assisting clients with KYC, onboarding, documentation, and reporting, and collaborating with portfolio managers, operations, and compliance teams for smooth execution.

Qualifications required include a valid NISM-Series-XXI-A PMS Distributors Certification, graduate/postgraduate degree in finance, commerce, economics, or related fields, and 0–5 years of experience in financial services, wealth management, PMS, or related domains.

Preferred qualifications include additional NISM certifications (Mutual Fund Distributor, Investment Adviser), entrepreneurial mindset, self-driven approach, target-oriented attitude, sound knowledge of investment products, capital markets, and portfolio strategies, excellent communication and client engagement abilities, and strong ethics, integrity, and customer-first approach.

As an investment advisor with our company, you will have access to a fast-paced, entrepreneurial environment with strong leadership backing, attractive salary + performance-based incentives, career progression roadmap (Advisor → Senior Advisor → Wealth Partner → VP – Wealth), learning opportunities in PMS, AIF, and Wealth Management domains, exposure to HNI clients, startups, and institutional wealth mandates, and a chance to grow your professional network and expertise.

To apply, please send your CV to us via [insert application method]. We look forward to hearing from you

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