INVESTMENT ADVISOR
Broadwings Multi Family Office · Bengaluru · onsite · Posted 28d ago
About a minute. You'll make an account on the way through.
About this role
Company: Broadwings Consultancy
Location: Bengaluru
Preferred Location: Indiranagar / Nearby
Experience: 2–3 Years
Employment Type: Full-time
Working Days: Monday–Saturday
Compensation: ₹6 LPA
About BroadwingsBroadwings is a boutique family-office and wealth advisory platform serving HNI/UHNI individuals, entrepreneurs, business families and NRIs. We provide integrated wealth, investment, tax, legal, real estate and succession advisory solutions.
Role OverviewWe are looking for an Investment Advisor to manage client relationships, provide investment insights and support portfolio-building and wealth management for our clients.
Key Responsibilities- Understand client financial goals, risk profiles and investment objectives.
- Develop and present investment strategies and model portfolios.
- Conduct research across equity, mutual funds, bonds and other investment products.
- Track markets, sectors, companies and macroeconomic developments.
- Provide regular portfolio reviews, market updates and investment recommendations.
- Monitor portfolio performance and identify opportunities/risks.
- Maintain strong and consistent client relationships.
- Prepare investment reports, presentations and client communication.
- Ensure adherence to internal processes and applicable regulatory requirements.
- Graduate/Postgraduate degree in Finance, Economics, Commerce or related field.
- 2–3 years of experience in investment advisory, wealth management, equity research or financial services.
- Strong understanding of equity markets, mutual funds and portfolio management.
- Good financial analysis and research capabilities.
- Strong Excel, financial modelling and presentation skills.
- Excellent verbal and written communication.
- Strong client relationship and interpersonal skills.
- Ability to explain complex financial concepts clearly.
- High attention to detail, integrity and confidentiality.
- Ability to work independently and manage multiple client requirements.
A market-oriented and client-focused professional with strong analytical skills and a genuine interest in investments, wealth creation and long-term client relationships.
Salary: ₹6 LPA | Bengaluru | 2–3 Years Experience | Monday–Saturday
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