Private Wealth Manager

Company Description

JM Financial is an integrated and diversified financial services group. The Group's primary businesses include investment banking, private equity funds, private wealth management, mortgage lending, asset reconstruction, and asset management. JM Financial specializes in providing tailored financial solutions to institutional, corporate, government, and ultra-high net worth clients. They offer an integrated investment platform to individual clients through their wealth management, broking, and mutual fund businesses. The company is committed to delivering excellence and innovation in the financial services industry.

Role Description

This is a full-time on-site role for a Private Wealth Manager located in Mumbai. The Private Wealth Manager will be responsible for developing and maintaining relationships with high net worth clients, conducting financial planning and estate planning, and managing investment portfolios. Day-to-day tasks include creating personalized financial strategies, advising clients on investment opportunities, and ensuring the growth and protection of clients' wealth. The role also involves monitoring market trends and staying updated on financial regulations.

Qualifications

• Financial Planning and Estate Planning skills
• Certified Financial Planner (CFP) designation or equivalent qualification
• Experience in Investment Management and Finance
• Excellent interpersonal and communication skills
• Strong analytical and problem-solving abilities
• Ability to work on-site in Mumbai
• Bachelor's degree in Finance, Economics, or related field; advanced degree is a plus
• Proven track record in managing high net worth clients