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1 Job openings at SMIFS Wealth Management Limited
About SMIFS Wealth Management Limited

In 1981, two prominent groups, Stewart & Co. and C. Mackertich, having a legacy of 100 years joined hands to synergies their Expertise and Experience; to emerge and establish themselves as a fine integrated wealth advisory and equity broking house, catering to FII's, Banks, Corporate's, HNI's and Retail clientele. Our expertise is spread to Investment banking and Underwriting, with skills in corporate finance, merchant banking, corporate advisory services, treasury management and project finance. With a basket of financial products, we are committed to empowering 'You'​ with a world of solutions for your growing needs. At STEWART & MACKERTICH, we are inspired by the rich heritage of the company. We believe in building long term relationships with our clients and associates by laying emphasis on our transparent and ethical dealings. We practice the noble art of finance with professionalism, skill and transparency. Integration of capital market products, with advisory products for a complete outlook of perfect portfolio advice-with a live portfolio tracker for an effective tracking system. At Stewart & Mackertich, we redefine wealth creation for various life stages through innovative, systematic and disciplined investment planning together with superior service, commitment, and definite focus on consistent high quality. At every stage, we strive to bring perfect wealth management solutions focusing on 'You'​. We give solutions and advice for all financial investment plans. Not as means to the end of Wealth Creation, but as a reflection of 'One Stop-One Relationship. Continued growth, has been a constant motivating feature at STEWART & MACKERTICH. After having a unparalleled track record of servicing Institutions and HNIs, we are planning to foray into the growing retail segment in a big way. We would be expanding across the geography with a wide network of franchisees and Authorized Persons / Sub-Brokers. We would be offering a complete basket in financial services.

Openings - Private Wealth

Not specified

12 - 20 years

INR 15.0 - 30.0 Lacs P.A.

Work from Office

Full Time

About Us:We are a well-established financial services firm. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs).Job Summary:This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy.Responsibilities:Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters.Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equitiesPortfolio Management Services (PMS)Alternative Investment Funds (AIFs)Mutual fundsStructured productsArbitrage opportunitiesPrivate creditInsuranceAlternative investmentsLegacy planningInternational investingTax minimization strategiesStay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios.Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance.Utilize company resources, such as exclusive events and club memberships to enhance client relationships and provide exceptional service.Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience.Skills:Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients.A strong understanding of financial markets, investment products, and wealth management strategies.Unwavering integrity and a commitment to ethical conduct.Ability to navigate complex interpersonal dynamics with diplomacy and discretion.A proactive and client-centric approach to service.Compensation and Benefits: Best in IndustryEducation : Graduation with prior experience in wealth management or a related field is preferred

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SMIFS Wealth Management Limited

SMIFS Wealth Management Limited

SMIFS Wealth Management Limited

Financial Services

Mumbai Maharashtra
cta

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