Company: Broadwings
Position: Investor Advisor
Location: Bangalore
Experience: 4–5 Years
Employment Type: Full-Time
Working Days: Monday to Saturday
Joining: Immediate Joiners Preferred

About Broadwings
Broadwings is a wealth management and advisory firm focused on helping clients make informed financial decisions through a holistic approach to investments, wealth creation, and financial planning.
We are looking for a knowledge-driven and client-oriented Investor Advisor who can combine strong financial market understanding with analytical thinking and effective client communication.

Role Overview
The Investor Advisor will be responsible for understanding client investment objectives, analysing financial markets and investment opportunities, and providing well-researched investment recommendations.
The ideal candidate should have a solid understanding of the equity market, be comfortable analysing financial and market data, and possess excellent interpersonal skills to communicate investment insights effectively to clients.





Key ResponsibilitiesInvestment Advisory & Market Research
Analyse equity markets, sectors, companies, and broader market trends to identify potential investment opportunities.
Conduct fundamental and market-based research to support investment recommendations.
Evaluate investment opportunities based on risk, return potential, market conditions, and client objectives.
Develop well-researched and data-backed investment recommendations for clients.
Track domestic and global economic developments, market movements, and key financial indicators.
Stay updated on equities, mutual funds, PMS, AIFs, bonds, and other relevant investment products.
Assist in developing and maintaining suitable investment strategies based on individual client requirements.

Client Relationship Management
Interact directly with clients to understand their financial goals, investment preferences, risk appetite, and investment horizon.
Present investment ideas and recommenda

📌 Investor Advisor (Bengaluru)
🏢 Broadwings Multi Family Office
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