Professional Financial Services Job Opening

18 hours ago

Vadodara, Gujarat, India beBeeInvestment Full time ₹ 80,00,000

**Job Title:** Investment Advisor

We are seeking an experienced Investment Advisor to join our wealth management team.

As an Investment Advisor, you will be responsible for providing expert investment advice to high net worth clients and managing their portfolios. Your primary goal will be to deliver end-to-end investment solutions that meet the clients' financial goals and risk tolerance.

Key Responsibilities:

  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver comprehensive investment advisory services, with a focus on asset 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 & 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:

  • Education: Graduate with minimum 55% marks.
  • Experience: 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).

This is an excellent opportunity for individuals who are passionate about delivering exceptional investment experiences to clients.

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