Wealth Manager

Role Overview: As a Senior Wealth Manager at JM Financial Ltd. in Coimbatore, your main responsibility will be to offer personalized financial planning services to clients. You will be managing investment portfolios, providing expert guidance on finance and insurance products, and developing tailored investment strategies to help clients achieve their financial goals. Your role will involve assessing the financial needs of clients, monitoring portfolio performance, and staying up-to-date on financial market trends and products. Building and maintaining long-term relationships with clients will be a key aspect of your role. Key Responsibilities: - Assessing financial needs of clients and developing tailored investment strategies - Managing investment portfolios and monitoring portfolio performance - Providing expert guidance on finance and insurance products - Maintaining long-term relationships with clients - Staying informed on financial market trends and products Qualifications: - Proficiency in Financial Planning, Equity, Wealth, and Investment Management - Strong knowledge of Investments and Finance - Understanding of Insurance products and their integration into financial plans - Excellent communication and interpersonal skills to build and maintain client relationships - Analytical and problem-solving abilities to evaluate investment opportunities - Bachelor's degree in Finance, Business Administration, or a related field - Certifications required (Note: The additional details of the company were not available in the provided job description.),