Wealth Manager

8 hours ago

Kolkata, West Bengal, India SMIFS LIMITED Full time ₹ 5,00,000 - ₹ 20,00,000 per year

Company Description

SMIFS Limited, established in 1993, is a prominent financial services provider offering a wide range of services including Brokerage (Equity, Commodity, Currency), Portfolio Management, Research & Advisory, Investment Banking, and Distribution (Mutual Fund, IPO's, FPO's). Under the leadership of Mr. Ajay Kayan and Mr. Utsav Parekh, and promoted by Mr. Rahul Kayan, SMIFS Limited has a pan India presence, focusing on Institutional and Ultra HNI Clients. Our core strength lies in our Research & Advisory Services and a professional team of analysts dedicated to upholding our motto of Legacy, Growth, and Trust.

Role Description

This is a full-time hybrid role for a Wealth Manager /TL – Retail-Sales based in Kolkata, with the flexibility of some work from home. The Wealth Manager will be responsible for developing and managing client portfolios, providing financial planning and investment management services, and conducting financial market analysis. Daily tasks will involve meeting with clients, understanding their financial needs, advising on investment strategies, and ensuring comprehensive financial solutions tailored to clients' goals. Additionally, the Wealth Manager will work on insurance solutions, providing clients with complete financial guidance.

Qualifications

  • Finance-related skills including Financial Planning, Finance, and Investment Management
  • Investment-related skills such as Investments and Portfolio Management
  • Insurance-related skills including understanding and advising on Insurance products
  • Excellent analytical and problem-solving skills
  • Strong interpersonal and communication skills
  • Ability to work independently and within a team
  • Relevant industry certifications and a Bachelor's degree in Finance, Economics, or related field
  • Experience in wealth management is a plus

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