JM Financial - Wealth Manager/Cluster Manager - Private Wealth Group (2-4 yrs)

Role Overview:

- This position is a full-time on-site role within the Private Wealth Group, serving as either a Wealth Manager for individual Ultra High Net Worth Individual (UHNI) clients or as a Cluster Manager overseeing both a team and individual UHNI clients.

- The primary responsibility is to deliver personalized wealth management solutions, encompassing financial planning, investment management, and strategic advice tailored to clients' financial goals and needs.

Key Responsibilities:

Financial Planning:

- Develop and implement comprehensive financial plans aligned with clients' objectives, considering their wealth, assets, and long-term financial goals.

Investment Management:

- Offer expert guidance on investment opportunities, portfolio construction, asset allocation, and risk management strategies.

Insurance Advisory:

- Advise clients on insurance products and solutions suitable for protecting and enhancing their wealth portfolios.

Client Relationship Management:

- Build and maintain strong relationships with UHNI clients, understanding their preferences and providing proactive financial advice and solutions.

Team Leadership (for Cluster Manager):

- If in a Cluster Manager role, lead a team of Wealth Managers, providing mentorship, guidance, and oversight to ensure consistent delivery of high-quality service and solutions.

Communication and Presentation:

- Utilize strong communication, negotiation, and presentation skills to effectively articulate complex financial concepts and strategies to clients and stakeholders.

Qualifications:

Financial Expertise:

- Strong background in financial planning, investment management, and finance, with a deep understanding of wealth management principles and practices.

Analytical Skills:

- Excellent analytical and problem-solving abilities to assess complex financial situations and recommend appropriate strategies.

Communication Skills:

- Strong verbal and written communication skills, essential for building rapport with clients and presenting financial strategies effectively.

Relationship Management:

- Ability to cultivate and sustain client relationships, demonstrating empathy, trustworthiness, and professionalism.

Certifications:

- Preferred certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), demonstrating advanced knowledge and commitment to the field.

Education:

- A Master's degree in finance, economics, or a related field is preferred, providing a solid academic foundation in financial principles