Private Wealth Manager

Company: SMC Private Wealth

Position: Private Wealth Manager / Senior Wealth Manager

Working Days: Monday to Friday

Role Overview:

As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on selling PMS, AIF, and other investment products.

Key Responsibilities:

 Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals.

 Sales & Advisory: Sell in-house PMS and other third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency.

 Relationship Building: Develop and maintain strong relationships with clients to meet their financial needs and expand AUM.

 Target Achievement: Achieve set targets for client acquisition, business volume, and assets under management (AUM).

Desired Profile:

 Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of ₹20 crores+.

 Product Knowledge: Expertise in PMS and key investment products.

 Skills: Excellent interpersonal skills and a strong ability to attract and secure new clients.

Qualifications: Relevant degree in Finance or a related field

monika@smcinvestments.co.in