Wealth Manager
2 weeks ago
Company Description
JM Financial Ltd is an integrated and diversified financial services group. The Group's primary businesses include investment banking, institutional equities, private equity funds, private wealth management, mortgage lending, and asset reconstruction. Additionally, JM Financial provides an integrated investment platform to individual clients through elite and retail wealth management business, broking, and mutual fund services. The company caters to Institutional, Corporate, Government, and Ultra High Networth clients, and is known for its comprehensive financial solutions.
Role Description
This is a full-time on-site role for a Wealth Manager located in Mumbai. The Wealth Manager will be responsible for developing and managing client relationships, providing financial and investment advice, and creating customized wealth management strategies. The individual will also work closely with clients to assess their financial goals and risk tolerance, recommend appropriate investment products, and monitor portfolio performance. Additionally, the role includes staying updated on financial markets and industry trends to provide informed recommendations to clients.
Qualifications
- Financial Planning and Investment Management skills
- Experience with Investments and Finance
- Knowledge of Insurance products and services
- Excellent communication and interpersonal skills
- Ability to work independently and in a team environment
- Bachelor's degree in Finance, Economics, or related field; advanced certifications (e.g., CFP, CFA) are a plus
- Experience in wealth management and client advisory roles
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