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Advisor

3 weeks ago

Bengaluru, India HEXAGON CAPITAL ADVISORS Full time

Join us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India.
- **Our Values**:
**Valuing Relationships**:

- We don’t just juggle numbers. We are empathetic to our clients.

**Transparency & Disclosures**:

- Our recommendations are always backed by hows and whys.
- **Diligence & Patience**:

- We do our research and stand with our clients through thick and thin.

**Why Work With Us**:
**Culture**:

- Work with a firm that has multi-generational experience in the markets, and yet retains the informal vibe of a start-up.
- **Mentorship**:

- Learn about financial planning, markets and personal finance from our seasoned team.
- **Skills and Rewards**:

Acquire both the hard and soft skills essential to a wealth management career or an entrepreneurial foray, with competitive remuneration.

**Advisor**:

A role that can bring immense satisfaction. As an Advisor you will be the primary manager for the investor, understanding their needs, profiling their risk appetite, constructing investment plans, executing them efficiently, monitoring and reviewing the portfolios and financial plans. Growing the book is also a requisite. In short, an Advisor’s role is that of a Rainmaker. Minimum qualification is a Masters degree in Finance with a minimum experience of 2 years in a related area. NISM Level X and XA / CFP / CFA / CWM are a must. An active reader and a wide horizon.