Wealth Advisor Opportunity

2 hours ago

Bikaner, Rajasthan, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 80,00,000

Key Responsibilities:

  • Execute trades and orders on behalf of clients.
  • Deliver investment advisory services with a focus on AUM growth and portfolio penetration.
  • Cross-sell a range of financial products, including insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, and unlisted shares.
  • Manage relationships with high net worth individuals through consistent advisory support.
  • Conduct client risk profiling and provide guidance based on fundamental and technical analysis.

About the Role:

We are seeking an experienced advisor to join our wealth advisory team. The successful candidate will have hands-on experience in trading, equity and derivative markets, and a proven ability to advise clients on diversified financial products.

Requirements:

  • Graduate degree with minimum 55% marks.
  • 2+ years of experience in HNI broking, trading, or wealth advisory.
  • Demonstrated knowledge of equity and derivative markets, broking operations, investment advisory, and client portfolio management.
  • Proficiency in trading applications and MS Office.
  • NISM Series VIII – Equity Derivatives certification.

Benefits:

  • Opportunity to work with a leading financial firm.
  • Chance to grow professionally and personally.
  • A dynamic and supportive work environment.

What We Offer:

Competitive compensation package.

Ongoing training and development opportunities.

Recognition and rewards for outstanding performance.

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