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Wealth Counsellor
Jobs
#428142
Full Time
Job Description
Company Description
At Equentis - Research & Ranking, we are a SEBI-registered investment advisory firm based in Mumbai, focused on helping individuals build wealth in the stock market over the long term. Our personalized stock recommendations are tailored to each individual's goals and risk appetite, supported by over 300 AI-based algorithms and extensive research. Contact us at http://www.equentis.com/researchandranking to start creating generational wealth.
Role Description
This is a full-time on-site role for a Wealth Counsellor at Equentis. The Wealth Counsellor will be responsible for providing investment advice, recommending stocks, assessing financial goals, and risk tolerance to HNI and Ultra HNI clients. They will work with clients to develop personalized investment strategies and help them achieve their wealth-building objectives.
Qualifications
• Strong knowledge of financial markets, investment products, and portfolio management
• Excellent communication and interpersonal skills
• Ability to conduct in-depth financial analysis and risk assessment
• Experience in providing personalized financial advice and wealth management services
• Certifications such as CFP, CFA, or equivalent are a plus point
• Bachelor's or Master's degree in Finance, Economics, Business, or related field
• Understanding of SEBI regulations and compliance requirements
At Equentis - Research & Ranking, we are a SEBI-registered investment advisory firm based in Mumbai, focused on helping individuals build wealth in the stock market over the long term. Our personalized stock recommendations are tailored to each individual's goals and risk appetite, supported by over 300 AI-based algorithms and extensive research. Contact us at http://www.equentis.com/researchandranking to start creating generational wealth.
Role Description
This is a full-time on-site role for a Wealth Counsellor at Equentis. The Wealth Counsellor will be responsible for providing investment advice, recommending stocks, assessing financial goals, and risk tolerance to HNI and Ultra HNI clients. They will work with clients to develop personalized investment strategies and help them achieve their wealth-building objectives.
Qualifications
• Strong knowledge of financial markets, investment products, and portfolio management
• Excellent communication and interpersonal skills
• Ability to conduct in-depth financial analysis and risk assessment
• Experience in providing personalized financial advice and wealth management services
• Certifications such as CFP, CFA, or equivalent are a plus point
• Bachelor's or Master's degree in Finance, Economics, Business, or related field
• Understanding of SEBI regulations and compliance requirements
