Wealth Manager

Company Description

JM Financial Ltd. is an integrated and diversified financial services group that provides a broad range of solutions to clients across various financial segments. Key businesses include investment banking, private equity, institutional equities, wealth and asset management, mortgage lending, and alternative credit. The company offers a comprehensive investment platform for individual clients, catering to elite and retail wealth management needs. JM Financial is committed to providing exceptional solutions, striving to build long-term relationships with clients while driving growth and excellence.

Role Description

This is a full-time, on-site role for a Senior Wealth Manager based in Coimbatore. The Wealth Manager will be responsible for offering personalized financial planning services, managing investments portfolios, and providing expert guidance on finance and insurance products. Key responsibilities include assessing financial needs of clients, developing tailored investment strategies, monitoring portfolio performance, and ensuring clients achieve their financial goals. The role requires regular interactions with clients, maintaining long-term relationships, and 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 Administrationrelated field Certifications required.