SMIFS - Vice President - Wealth Management
4 weeks ago
Vice President - Wealth Management Description: SMIFS Limited, with a legacy since 1993, offers a comprehensive range of Financial Services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution (Mutual Fund, IPOs, FPOs). With pan India presence, the companys core strength lies in its Research & Advisory Services, catering primarily to Institutional and Ultra HNI Clients. Promoted by Mr. Rahul Kayan and guided by Mr. Ajay Kayan, SMIFS Limited strives to uphold its motto of Legacy, Growth, and Trust.Role Description: - This is a full-time on-site role for a Vice President of Wealth Management located in Mumbai. - The Vice President will be responsible for building team and overseeing wealth management services, financial planning, and investment strategies for high-net-worth clients. - S/He will be responsible for units P&L and Daily tasks include developing customized financial plans, managing client portfolios, monitoring financial markets, and ensuring client satisfaction through continuous advisory services. - The role also involves team leadership and collaboration with other departments to achieve company Expertise in Financial Planning and Wealth Management Services.- Knowledge and experience in Investments, Finance, and Investment Management.- Proven track record of managing high-net-worth client portfolios.- Strong leadership and team management skills.- Excellent analytical and problem-solving abilities.- Effective communication and interpersonal skills.- Relevant certifications such as CFP are a plus.- An advanced degree (e.g., MBA) is preferred. (ref:iimjobs.com)
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Vice President of Wealth Management
5 days ago
Mumbai, Maharashtra, India SMIFS LIMITED Full time ₹ 8,00,000 - ₹ 24,00,000 per yearCompany DescriptionSMIFS Limited, with a legacy since 1993, offers a comprehensive range of Financial Services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution (Mutual Fund, IPO's, FPO's). With pan India presence, the company's core strength lies in its Research &...
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Vice President – Wealth
3 days ago
Mumbai, India Creddinv Full timePosition: Vice President – Wealth Experience Required: 10–15 Years Location: Mumbai Employment Type: Full-TimeAbout the RoleThe Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with...
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Vice President – Wealth
3 days ago
mumbai, India Creddinv Full timePosition: Vice President – Wealth Experience Required: 10–15 Years Location: Mumbai Employment Type: Full-TimeAbout the RoleThe Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with...
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Vice President – Wealth
1 day ago
Mumbai, India Creddinv Full timePosition: Vice President – WealthExperience Required: 10–15 YearsLocation: MumbaiEmployment Type: Full-TimeAbout the RoleThe Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with...
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Vice President – Wealth
14 hours ago
Mumbai, India Creddinv Full timePosition: Vice President – WealthExperience Required: 10–15 YearsLocation: MumbaiEmployment Type: Full-TimeAbout the RoleThe Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with...
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Vice President – Wealth
2 days ago
Mumbai, India Creddinv Full timePosition: Vice President – Wealth Experience Required: 10–15 Years Location: Mumbai Employment Type: Full-Time About the Role The Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual...
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Vice President
1 day ago
Mumbai, India Creddinv Full timePosition: Vice President – Wealth Experience Required: 10–15 Years Location: Mumbai Employment Type: Full-Time About the Role The Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual...
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Vice President – Wealth
22 hours ago
Mumbai, India Creddinv Full timePosition: Vice President – Wealth Experience Required: 10–15 Years Location: Mumbai Employment Type: Full-Time About the Role The Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual...
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SMIFS - Manager - Private Wealth
1 week ago
Mumbai, India Smifs Limited Full timeAs 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...
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Senior Vice President of Wealth Management
6 days ago
Mumbai, India Banking and NBFC job Full timeUrgent Mandate for a well reputed NBFC for Mumbai location.S/VP-Wealth Management (Individual/Playing captain both available)Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome.CTC: Up to 80 LPAOperation, analytics, backoffice experience candidates please do not apply for...
