Wealth Manager

2 days ago

Greater Kolkata Area, India SMIFS LIMITED Full time

Company Description

SMIFS Limited, established in 1993 and re-envisioned under the leadership of Mr. Rahul Kayan, offers a comprehensive range of financial services. These include Equity, Commodity, and Currency Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, as well as Depository and Distribution services such as Mutual Funds and IPOs. With a strong pan-India presence, the company specializes in Research & Advisory services, catering to Institutional and Ultra High-Net-Worth Individuals (UHNI) through a skilled team of analysts. Guided by its core values of Legacy, Growth, and Trust, SMIFS Limited ensures top-tier financial solutions for its clients.

Role Description

This is a full-time Wealth Manager position based on-site in the Greater Kolkata Area. The Wealth Manager will be responsible for developing comprehensive financial plans, managing client investment portfolios, and advising clients on financial strategies. Additional responsibilities include assessing clients' financial goals, providing guidance on insurance and asset allocation, and staying informed about market trends to offer informed advisory services. The role requires strong client relationship skills and a results-driven approach.

Qualifications

  • Understanding of Financial Planning and Insurance services
  • Proficiency in Investment Management and understanding Investment strategies
  • Strong knowledge of Finance and experience in handling various types of investments
  • Exceptional communication and interpersonal skills to build and manage client relationships
  • Bachelor's degree in Finance, Business Administration, Economics, or a related field
  • Understanding of regulatory compliance within the financial services sector

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