Investment Advisor

YourMoneyWise; Bengaluru; On-site; INR 1,000,000 - 2,000,000; Full time

Job summary

YourMoneyWise Bangalore is seeking an experienced wealth advisor to provide personalized investment advice to clients on mutual funds, stocks, and other wealth products. You will help clients achieve their financial goals through comprehensive portfolio planning.

The role requires NISM certifications and deep knowledge of Indian capital markets, with emphasis on excellent client communication and relationship-building skills.

Qualifications

• Excellent client communication and relationship-building skills.
• Experience in wealth management or financial advisory.
• Deep knowledge of Indian capital markets and investment products.

Responsibilities

• Provide personalized investment advice to clients on mutual funds, stocks, and other wealth products.
• Help clients achieve their financial goals through comprehensive portfolio planning.

Skills

Client communication

Relationship building

Wealth management

Education

NISM certifications (Mutual Fund Distributors, Equity Derivatives)

Job description

Bangalore, India Full Time 10-20 LPA (plus incentives) 3-6 years

Description

Provide personalized investment advice to clients on mutual funds, stocks, and other wealth products. Help clients achieve their financial goals through comprehensive portfolio planning.

Requirements

• NISM certifications (Mutual Fund Distributors, Equity Derivatives)
• Experience in wealth management or financial advisory
• Deep knowledge of Indian capital markets and investment products
• Excellent client communication and relationship-building skills