Investor Advisor

Company: Broadwings

Position: Investor Advisor

Location: Bangalore

Experience: 4–5 Years

Employment Type: Full-Time

Working Days: Monday to Saturday

Joining: Immediate Joiners Preferred

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.

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 strong understanding of the equity market, be comfortable analysing financial and market data, and possess excellent interpersonal skills to communicate investment insights effectively to clients.

• 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.

• Interact directly with clients to understand their financial goals, investment preferences, risk appetite, and investment horizon.
• Present investment ideas and recommendations in a clear, structured, and easy-to-understand manner.
• Conduct regular portfolio discussions and provide clients with relevant market and investment updates.
• Build and maintain long-term relationships with clients based on trust, transparency, and quality advisory.
• Address client queries related to markets, portfolios, investments, and financial products.
• Work closely with Relationship Managers and internal teams to ensure a seamless client experience.

• Analyse financial and portfolio data to identify trends, opportunities, risks, and areas for improvement.
• Prepare portfolio performance reports, investment analysis, market updates, and client presentations.
• Use data and analytical tools to support investment decisions and recommendations.
• Monitor portfolio performance and provide meaningful insights based on market and portfolio data.
• Maintain accurate investment and client-related records.

• Work closely with internal investment, wealth management, and relationship management teams.
• Support client acquisition and relationship-building initiatives through strong investment insights and advisory capabilities.
• Contribute to developing research notes, investment presentations, market commentary, and client-facing materials.
• Maintain high standards of professionalism, confidentiality, and client service.

We are looking for a candidate who:

• Has 4–5 years of relevant experience in investment advisory, wealth management, equity research, portfolio management, private banking, or a related financial services role.
• Holds an MBA in Finance or equivalent postgraduate qualification in Finance.
• Has a strong understanding of the Indian equity market and financial markets.
• Demonstrates the ability to independently research and evaluate investment opportunities.
• Has experience in providing or supporting investment recommendations.
• Possesses strong analytical and data interpretation skills.
• Is confident and articulate while interacting with clients.
• Can explain complex financial concepts in a simple and client-friendly manner.
• Has strong attention to detail and a research-oriented mindset.
• Is comfortable working in a fast-paced, performance-driven wealth management environment.
• Demonstrates strong ethical standards and a client-first approach.

Mandatory:

• Equity Market Knowledge
• Investment Research & Analysis
• Investment Recommendations
• Client Relationship Management
• Financial & Data Analysis
• Portfolio Analysis
• Financial Market Awareness
• Excellent Verbal & Written Communication

Preferred:

• Experience with HNI/UHNI clients
• Knowledge of PMS, AIFs, Mutual Funds, Bonds and Alternative Investments
• Proficiency in Excel and financial analysis tools
• Experience preparing investment reports and client presentations