As a seasoned financial expert, you will play a pivotal role in guiding high-net-worth individuals toward achieving their unique financial objectives. This is an excellent opportunity to leverage your expertise in financial planning, investment management, and client relationship management to make a lasting impact.
Key Responsibilities
* Develop comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
* Provide expert advice on investments, retirement planning, tax strategies, estate planning, insurance, and other financial products.
* Maintain strong relationships with clients through regular communication and review meetings.
* Analyze clients' financial status by collecting and interpreting relevant financial data.
* Stay abreast of market trends, financial products, and regulatory changes to provide informed and compliant advice.
* Collaborate with professionals from various disciplines to deliver holistic financial solutions.
* Ensure compliance with regulatory requirements and our policies.
* Drive business growth by identifying and pursuing new client opportunities.
Requirements
* Bachelor's or Master's degree in Financial Advice, Finance, Economics, Business, or a related field. Advanced certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or equivalent are highly preferred.
* Minimum 5-7 years' experience in financial advisory or wealth management.
* Strong knowledge of investment products, financial markets, tax laws, and retirement planning.
* Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly and effectively.
* Proven track record managing client relationships, including high-net-worth portfolios, and driving business growth.
* Strong analytical and problem-solving abilities.
* Ability to work independently and collaboratively within a team environment.
* Proficiency with financial planning software (Xplan) and CRM systems.
Why Work with Us
* We foster a culture that supports professional development, interesting work, and supportive leaders.
* Our inclusive environment enables talented colleagues to create new solutions and have a meaningful impact.
* Our global scale provides a range of career opportunities, benefits, and rewards to enhance your well-being.
At our organization, we help clients achieve their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people. Our annual revenue exceeds $24 billion, and our diverse team of over 90,000 colleagues delivers exceptional results across four businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman.
Our commitment to diversity, inclusion, and flexibility aims to attract and retain top talent while promoting a healthy work-life balance. We encourage collaboration, innovation, and continuous learning, creating a dynamic environment where everyone can thrive.
Benefits and Perks
* Employee stock purchase plan
* Tuition reimbursement plans
* Health club discounts
* Competitive salary and total compensation
* Flexible working arrangements
* Paid parental leave