Wealth Manager

Company Description

JM Financial Services Ltd. is committed to empowering investors by offering effective financial products and expert advice to achieve their financial goals. With nearly four decades of expertise, the company has catered to the investment needs of institutions, corporates, and individual clients. Offering a wide range of services such as Wealth Management, Equity Broking, Portfolio Management Services, and distribution of financial products like Mutual Funds, Insurance, Fixed Deposits, and Bonds, JM Financial Services is dedicated to supporting every step of a customer’s financial journey. Backed by years of research and advisory experience, the company prioritizes informed decision-making and client success.

Role Description

This is a full-time on-site Wealth Manager role based in Mumbai. The Wealth Manager will be responsible for developing and implementing financial plans, managing investment portfolios, and guiding clients in making informed decisions to achieve their financial goals. Additional responsibilities include offering tailored advice, recommending suitable investment products, and providing ongoing support to clients to ensure their financial success.

Qualifications

• Skills in Financial Planning and Investment Management to guide clients effectively
• Expertise in Investments and Finance to help clients make informed decisions
• Knowledge of Insurance as part of a comprehensive wealth management strategy
• Strong interpersonal and communication skills to build and sustain client relationships
• Capability to analyze financial markets and provide actionable insights
• At least a bachelor's degree in Finance, Economics, Business Administration, or a related field
• Proven experience in wealth management, financial advisory, or investment banking is an advantage
• Professional certifications like CFP, CFA, or equivalent are beneficial