Bhatia Investment · Advisory Role

Investment Advisor

A client-facing advisory role for people who want to build long-term client relationships across finance, insurance, pension planning and private investment advisory.

Apply Now Back to Careers

Build trusted advisory relationships with private clients.

Vertical

Bhatia Investment

Focus

Finance · Insurance · Pension Planning · Advisory

Type

Advisor

Location

Remote / Hybrid

Role Overview

Support clients in building a more structured financial future.

As Investment Advisor, you support private clients by understanding their situation, identifying financial needs and building long-term advisory relationships with support from experienced experts.

Client understanding

Analyze personal financial situations, goals, risk preferences and advisory needs.

Advisory support

Support client conversations around finance, insurance, pension planning and long-term wealth structure.

Relationship building

Develop trust-based client relationships and build a sustainable client base over time.

What You Will Do

Work close to clients, advisory conversations and long-term financial planning.

This role combines communication, trust-building, financial understanding and disciplined client development.

Lead client conversations

Understand client situations, goals and financial questions through structured conversations.

Analyze needs

Support analysis around finance, pension planning, insurance, protection and long-term wealth goals.

Build client relationships

Develop trust, follow up professionally and maintain long-term relationships.

Grow your client base

Build a sustainable advisory book with support from the Bhatia Investment platform.

What We Look For

Professional communicators with interest in finance and client advisory.

We are looking for people with strong communication, professional presence, learning ability and the ambition to grow into a trusted advisor role.

Communication

You can explain topics clearly, listen carefully and build trust in conversations.

Financial interest

You are interested in finance, insurance, pension planning and long-term capital building.

Client orientation

You care about understanding client needs instead of pushing generic products.

Ownership

You are disciplined, reliable and willing to build something long-term.

Regulatory note

For non-internship roles within Bhatia Investment, a §34f qualification may be required depending on the final advisory scope. Candidates should either already hold the qualification or be willing to obtain it if required.

Application Process

A process focused on advisory fit, communication and long-term ambition.

Application

Send your CV and a short note about your interest in finance and client advisory.

Intro Call

We discuss your background, motivation and communication style.

Role Fit

We clarify client-facing fit, advisory development and potential regulatory requirements.

Start

If there is a fit, you start with onboarding and structured advisory development.

Apply Now

Ready to build trusted client relationships?

Apply for the Investment Advisor role and tell us why you want to work in private investment advisory and long-term client development.

Apply via Email Back to Careers

Application details

Please include your CV and a short message about your advisory interest, communication experience and availability.

welcome@bhatia-capital.com

Subject

Application - Investment Advisor

Documents

CV + short motivation note

Note

§34f qualification may be required depending on final role scope.