SMIFS - Manager - Private Wealth

1 week ago

Mumbai, India Smifs Limited Full time

As a Wealth Manager Private Wealth, you will serve as a trusted financial advisor to HNI clients, guiding them in wealth creation, preservation, and strategic financial planning.- This role demands exceptional relationship management skills, deep expertise in financial markets, and the ability to provide customized solutions aligned with clients long-term objectives.Key Responsibilities:- Develop and nurture strong, long-term relationships with HNI clients, acting as their primary financial advisor.- Provide holistic wealth management solutions across multiple asset classes, including:- Direct equities- Portfolio Management Services (PMS)- Alternative Investment Funds (AIFs)- Mutual funds & structured products- Arbitrage opportunities & private credit- Insurance & alternative investments- Legacy planning & international investing- Tax minimization strategies- Analyze market trends and global macroeconomic developments to assess their impact on client portfolios.- Proactively identify client needs and tailor financial solutions accordingly.- Leverage exclusive company resources, including premium events and club memberships, to enhance client engagement.- Demonstrate innovation in wealth management strategies to optimize client portfolios.Qualifications & Skills:- Proven experience in wealth management, financial advisory, or investment banking.- Strong understanding of financial markets, investment products, and wealth management strategies.- Exceptional interpersonal and communication skills to build and maintain client trust.- High integrity, professionalism, and discretion in handling financial and personal matters.- A proactive, client-centric approach to financial advisory services (ref:iimjobs.com)

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