Financial Services Advisor

1 week ago


Mumbai, Maharashtra, India Yes Securities Limited Full time
Job Overview

We are seeking a highly skilled Financial Services Advisor to join our team at Yes Securities Limited. The successful candidate will be responsible for providing financial advice and implementing financial planning recommendations for high net-worth clients.

Key Responsibilities:

  • Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.
  • Buying & selling stock research to the client.


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