Client Portfolio Advisor, High-Net-Worth

Company Description JM Financial Services Ltd. is a leading Indian financial services firm with nearly four decades of experience in wealth creation and financial independence. The company offers a comprehensive suite of services, including equity broking and trading, wealth management, portfolio management services, mutual funds, insurance, fixed deposits, bonds, and research-based advisory. Clients range from individual investors and high-net-worth individuals to corporates and institutions, all supported by data-driven research and a personalized advisory approach. JM Financial Services focuses on helping clients capitalize on India’s growth story through tailored strategies aligned with long-term financial goals. The organization values professionals who are passionate about finance, technology, and client success, and provides opportunities to grow a long-term career in the financial sector.

Role Description The Senior Wealth...