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Investment Advisor - PCG Desk

4.00 to 9.00 Years   Chennai   27 Mar, 2023
Job LocationChennai
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Dear Candidate,Greetings of the day!We are Hiring for Investment Advisor - PCG DeskThe Investment Advisor-PCG is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would beresponsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. In addition to the above the individual (s)he would help the PCG team Managers to advise and source business to their set of clients. Thus playing an integral part in designing and designing of investment strategy for all clientsRegards,HR Team

Keyskills :
pcginvestmentclient acquisitionsales

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