Website:
equentis.com
Job details:
Company Description Equentis Wealth Advisory Services Limited is a SEBI-registered investment advisory firm dedicated to helping clients build long-term wealth in the stock market through disciplined, research-driven strategies. The firm operates under multiple SEBI registrations and BSE enlistment, reflecting a strong regulatory framework and commitment to investor protection. Headquartered in Mumbai, Equentis provides transparent and compliant advisory services supported by experienced leadership and robust governance. The organization emphasizes ethical practices, clear communication, and a client-first approach for individual and institutional investors.
Role Description This is a full-time, on-site Wealth Management Advisor role based in Bengaluru. The Wealth Management Advisor will work closely with clients to understand their financial goals, risk tolerance, and time horizons, and design tailored wealth management and investment strategies. Daily responsibilities include conducting portfolio reviews, recommending investment products, supporting retirement and long-term financial planning, and monitoring market developments that may affect client portfolios. The role also involves preparing clear, data-backed advisory reports, maintaining accurate documentation, and ensuring all recommendations comply with SEBI and internal policies. The advisor will collaborate with internal research and operations teams to deliver consistent, high-quality service and build long-term client relationships.
Qualifications
- Candidates should possess strong skills in Financial Planning and Retirement Planning to create comprehensive, goal-based advisory solutions.
- Candidates should possess solid knowledge of Investments and Finance to analyze markets, products, and portfolios effectively.
- Candidates should possess expertise in Wealth Management Services to deliver holistic advisory, asset allocation, and portfolio review support.
- Relevant academic background such as a degree in Finance, Economics, Business, or related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Strong analytical, quantitative, and problem-solving abilities, with attention to detail and a high level of integrity.
- Excellent client communication and presentation skills, with the ability to explain complex financial concepts in a clear, accessible manner.
- Experience working in regulated financial services, with familiarity with SEBI guidelines and compliant advisory practices.
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