Department: Wealth Management / Advisory Services
Reports To: Senior Investment Manager / Branch Head
Location: [City, Office/Remote]
Employment Type: Full time

Job Summary

Key Responsibilities
- Advise clients on buying, holding, or selling stocks and other securities based on their financial goals and risk appetite
- Analyze market trends, company fundamentals, and technical indicators to identify investment opportunities
- Build and manage client portfolios, ensuring diversification and risk management
- Conduct regular portfolio reviews and rebalancing recommendations
- Stay updated on market news, economic indicators, and regulatory changes (SEBI/SEC or relevant authority)
- Educate clients on investment products, market risks, and strategies
- Prepare research reports, market summaries, and investment proposals
- Ensure all advisory activities comply with regulatory guidelines and internal policies
- Build and maintain long-term client relationships through consistent communication and service
- Meet targets for assets under advisory (AUA) and client acquisition





Required Qualifications
- Bachelor's degree in Finance, Economics, Commerce, or related field (MBA/CFA preferred)
- [Region-specific certification, e.g., NISM/SEBI Registered Investment Advisor, or Series 65/66 license]
- 2-5 years of experience in equity research, broking, or investment advisory
- Strong understanding of stock markets, mutual funds, derivatives, and financial instruments
- Proficiency in financial analysis tools and platforms (Bloomberg, Reuters, trading terminals)

Skills & Competencies
- Strong analytical and quantitative skills
- Excellent communication and interpersonal skills
- Sound judgment and ethical decision-making
- Ability to explain complex financial concepts in simple terms
- Client relationship management
- High attention to detail and regulatory compliance awareness

Compensation
- Base salary + performance-based incentives (commission on AUA/trading volume, as appl

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