BugleRock Capital (formerly o3 Securities)
Location
Bangalore | India
Job description
Private Wealth Advisor | Expanding Team in India's Top Cities
Locations : Bangalore, Chennai, Hyderabad, Delhi, Mumbai
Exciting Opportunity in High-Growth Firm!
Join one of the most prestigious Private Wealth Management firms, with offices expanding across India in Bangalore, Chennai, Hyderabad, Delhi, and Mumbai. We are seeking dynamic and driven Private Wealth Advisors who are ready to elevate their careers in a rewarding environment where client relationships and professional growth go hand-in-hand.
Company Description
BugleRock Capital, formerly o3 Securities, is a Wealth and Asset Management company providing services to Institutions, HNIs and families. We specialise in wealth and asset management as well as multi-family office services.
Roles & Responsibilities :
• Develop and deepen client relationships by providing high-quality advice, exceptional service, and wealth management solutions tailored to High-Net-Worth (HNW) individuals, families, and institutions.
• Analyze and assess the financial objectives of clients to deliver strategic investment solutions within the frameworks of risk management and regulatory requirements.
• Collaborate with expert teams in financial planning, trust and estate services, tax planning, and investment management to offer comprehensive guidance.
• Maintain current knowledge of the market, competitive offerings, and regulatory developments.
• Proactively grow the business through dedicated networking and client referrals.
Qualifications :
• Bachelor's degree in Finance, Economics, or related field; Master's degree or professional certifications (such as CFA, CFP) preferred.
• Minimum of 5 years of experience in wealth management, private banking, or financial advisory services, with a solid track record of client acquisition and retention.
• Exceptional interpersonal skills and a commitment to building client trust.
• Strong analytical and problem-solving abilities, paired with impeccable integrity.
• Proficiency in financial planning software and tools.
What We Offer :
• A competitive compensation package, including base salary, performance-related bonuses, and comprehensive benefits.
• Opportunities for professional growth and development, including continuous training and educational advancements.
• A dynamic work environment that encourages entrepreneurial spirit and rewards innovation and results.
• Access to state-of-the-art technology and industry-leading platforms to optimize your practice.
• Support from a company with an outstanding reputation and a long-term commitment to clients and communities.
Join Our Team!
If you are highly motivated, passionate about private wealth management, and possess a deep understanding of the financial needs and aspirations of affluent individuals, we would love to hear from you. Don't miss the chance to be part of our expanding team in India's most bustling cities!
Please apply with your current CV and cover letter outlining your suitability for the role and your desire to contribute to the success of our clients and firm.
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