Senior Investment Advisor

Role: Investment Advisor Fintech Company: Confidential (A Leading Fintech Firm) Experience Required: 5-8 years in Wealth & Asset Management, Private Equity, or Financial Services Education: MBA Preferred; NISM XA & XB Certifications Mandatory (CA, CFA, or CFP is a plus) Location: Bengaluru (Work from Office) Interview Rounds: 3 Rounds (Screening & Case Study, Problem-Solving, Final Interview) Compensation: Up to 26 LPA (Fixed) + Variable About the Company

A fast-growing fintech startup specializing in cross-border remittances, USD banking, and investment solutions for affluent Indian residents. Backed by top-tier investors and led by experienced industry professionals, the company is expanding into savings and insurance solutions to enhance financial planning for global clients.

Key Responsibilities

• Client Relationship Management Identify, engage, and retain high-net-worth clients by providing personalized financial solutions.
• Portfolio Management Curate and monitor diversified ETF portfolios aligned with market trends and client objectives.
• Comprehensive Financial Planning Develop tailored plans covering tax, estate, and investment strategies.
• Market & Industry Expertise Stay updated on financial trends and international investment opportunities.
• Regulatory Compliance Ensure all financial strategies and recommendations adhere to relevant guidelines.

What We re Looking For

• Strong analytical and problem-solving abilities in wealth management.
• Exceptional communication and interpersonal skills to engage with HNI clients.
• In-depth knowledge of financial markets and investment products .
• Ability to craft personalized investment strategies based on global financial planning needs.
• Proficiency in financial planning tools and wealth management software.

Skills

Client Relationship Management
Investment & Portfolio Management
Financial Planning & Advisory
Wealth & Asset Management
Compliance & Regulatory Knowledge
Strong Communication & Negotiation

Preferred Background

• Industry Exposure: Fintech, Private Equity, Wealth & Asset Management
• Target Companies: Anand Rathi, Franklin Templeton, Groww, Mutual Funds, Angel One
• Preferred Candidates: Ex-Bank Employees, Investment Advisors, Wealth Managers

Why Join Us?

• Be part of a high-growth fintech firm backed by top investors.
• Work with HNI clients and manage international investment portfolios.
• Competitive CTC & incentives with opportunities for career growth.
• Collaborative, fast-paced environment focused on innovation in financial services .

Communication Skills, Certifications, Risk Advisory Financial Modeling, Investment Portfolios, Investment Analysis, Financial Planning & Analysis, Technical Analyst, Regulatory & Compliance Management, Financial Markets, Client Management, Cfa, Fintech Products Financial Analysis, Market Research & Analysis, Risk & Complaince