Wealth Manager – Private Wealth

About SMIFS Limited

With over five decades of excellence in financial services, SMIFS Limited is a trusted partner for high-net-worth individuals (HNIs), offering comprehensive wealth management solutions. We are seeking dynamic professionals to join our elite Wealth Management Team and build long-lasting, trust-driven relationships with our esteemed clientele.

Role Overview

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.

Compensation & Growth Opportunities

• Competitive fixed salary: ₹30-60 LPA
• Performance-based incentives
• ESOPs for senior team members
• Opportunity to join the Founding Team with long-term career growth potential

Join Our Prestigious Wealth Management Team!

If you are passionate about wealth management and want to be part of a dynamic, high-growth financial services firm, we invite you to apply.

Location: Mumbai, Delhi, Bangalore

Apply Now!