Job Description
Company: Broadwings
n Location: Bangalore
n Experience: 3+ Years | Preferred 4–6 Years
n Employment Type: Full-Time | Monday–Saturday
n Joining: Immediate Joiners Preferred
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About the Role nBroadwings is looking for a highly driven Investor Advisor with solid market knowledge, investment expertise, sales acumen and client acquisition capabilities.
nThe ideal candidate should have experience handling HNI/UHNI clients, preferably with a ₹30–50 Cr+ client book/AUM , and a proven track record of achieving business and investment targets.
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Key Responsibilities n
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- Analyse equity markets, sectors, companies and macroeconomic trends to identify investment opportunities.n
- Provide well-researched and suitable investment recommendations based on client objectives and risk profiles.n
- Advise clients across Equity, Mutual Funds, PMS, AIFs, Bonds, REITs/InvITs and Alternative Investments .n
- Drive new client acquisition through networking, referrals, prospecting and relationship building.n
- Build,



manage and expand HNI/UHNI client relationships and AUM.n
- Cross-sell and up-sell relevant investment products to existing clients.n
- Conduct portfolio reviews and provide market/investment insights.n
- Achieve AUM, revenue, sales and client acquisition targets consistently.n
- Maintain a strong prospect pipeline and convert leads into long-term clients.n
- Work closely with Relationship Managers and internal investment teams.n

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Candidate Profile n
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- Minimum 3 years of experience in Wealth Management, Investment Advisory, Private Banking, Equity Research, Portfolio Management or Financial Services.n
- ₹30–50 Cr+ existing client book/AUM exposure preferred. n
- Proven track record of meeting/exceeding sales and business targets .n
- In-depth knowledge of Indian equity and financial markets. n
- Strong understanding of investment products and portfolio construction.n
- Strong sales, client acquisition and relationship manage

📌 Investor Advisor (Bengaluru)
🏢 Broadwings Multi Family Office
📍 Bengaluru