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
n
n
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 current 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

nCandidate Profile
n
n
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
Robust understanding of investment products and portfolio construction.n
Strong sales, client acquisition and relationship management skills.

📌 Investor Advisor Karnataka
🏢 Broadwings Multi Family Office
📍 Karnataka