This role involves providing expert financial advice to high-net-worth individuals and developing tailored financial strategies to help clients achieve their objectives
Job Summary
This role involves providing expert financial advice to high-net-worth individuals and developing tailored financial strategies to help clients achieve their objectives.
We help you be your best through professional development opportunities, interesting work and supportive leaders.
Marsh is committed to creating a diverse, inclusive and flexible work environment.
Matching Summary
This role involves providing expert financial advice to high-net-worth individuals and developing tailored financial strategies to help clients achieve their objectives.
Skills & Requirements
Must-have
Financial planning and investment management
Client relationship management
High-net-worth individuals
Develop financial strategies
Stay up to date with market trends
Achieve business development targets
Nice-to-have
Collaborate with other professionals
Inclusive culture
Professional development opportunities
Key Requirements
Bachelor's or Master's degree
CFP or CFA certifications highly preferred
5-7 years experience in financial advisory
Proficiency with financial planning software (Xplan)