JM Financial
Website:
jmfl.com
Job details:
Company Description JM Financial Ltd. is an integrated and diversified financial services group headquartered in Mumbai, with a strong pan-India footprint and international offices in Singapore & Dubai. Listed on the BSE and NSE, the Group has over five decades of experience delivering strategic, client-focused financial solutions underpinned by deep domain expertise and robust risk management. Its core business verticals span Corporate Advisory & Capital Markets, Wealth & Asset Management, Private Markets, and Affordable Home Loans, offering a comprehensive range of services across the financial ecosystem. JM Financial is committed to long-term value creation for clients, stakeholders, and communities through a culture grounded in integrity and partnership. More information about the Group, its services, and disclosures is available at www.jmfl.com.
Role Description The Wealth Manager – Private Wealth (Full‑Time Sales) will be responsible for managing and growing a portfolio of high-net-worth and ultra-high-net-worth clients, based on an on-site role located in Mumbai. This full-time position involves understanding client financial goals, designing and implementing tailored wealth management strategies, and proactively advising on investments, estate planning, and overall financial planning. Day-to-day responsibilities include client acquisition and relationship management, portfolio review and rebalancing, coordination with internal product and research teams, and ensuring compliance with regulatory and internal risk management guidelines. The role also requires preparing and presenting proposals, monitoring market developments, identifying cross-selling opportunities across JM Financial’s platforms, and maintaining high standards of client service and confidentiality.
Qualifications
- Strong expertise in Financial Planning and Estate Planning, with the ability to design comprehensive wealth management solutions.
- Proficiency in Investment Management and Finance, including asset allocation, risk assessment, and portfolio monitoring.
- Relevant professional certification such as Certified Financial Planner (CFP) or equivalent, or willingness to obtain such certification.
- Proven experience in private wealth management, relationship-based sales, or financial advisory for high-net-worth clients.
- Excellent analytical, communication, and interpersonal skills, with a client-centric and ethical approach.
- Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field from a recognized institution.
- Familiarity with Indian capital markets, financial products, tax implications, and regulatory environment.
- Ability to work on-site in Mumbai, manage multiple client relationships, and collaborate effectively with cross-functional teams.
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