Posted:1 week ago|
Platform:
On-site
Full Time
At JM Financial Services Ltd, we strive to empower our investors with effective products and sound financial advice, helping them achieve their financial goals. With nearly four decades of experience, we cater to a diverse clientele including institutions and corporates.
This is a full-time on-site role for a PCG (Private Client Group) Advisor located in the Kolkata metropolitan area. The PCG Advisor will be responsible for providing personalized investment advice to clients, managing client portfolios, and maintaining client relationships. Daily tasks include conducting thorough financial assessments, recommending appropriate financial products, and continuously monitoring client portfolios to optimize performance. The advisor will also stay informed about market trends and regulatory changes to provide sound advice to clients.
JM Financial Services Ltd
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