Job DescriptionCompany: Broadwings
NLocation: Bangalore
NExperience: 3+ Years | Preferred 4–6 Years
NEmployment Type: Full-Time | Monday–Saturday
NJoining: Immediate Joiners Preferred
NAbout 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.
NKey Responsibilities
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Analyse equity markets,sectors, companies and macroeconomic trends to identify investment opportunities. N
Provide well-researchedand 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 recent 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 solid prospect pipeline and convert leads into long-term clients. N
Work closely with Relationship Managers and internal investment teams. N

nCandidate Profile
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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 ofinvestment products and portfolio construction. N
Strong sales, client acquisition and relationshi

📌 Investor Advisor Karnataka
🏢 Broadwings Multi Family Office
📍 Karnataka