Senior Investment Advisor(Kar Job 94)

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

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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.

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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.

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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.

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Skills

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

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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

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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.