Vice President of Wealth Management

Company Description

SMIFS Limited, with a legacy since 1993, offers a comprehensive range of Financial Services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution (Mutual Fund, IPO’s, FPO’s). With pan India presence, the company’s core strength lies in its Research & Advisory Services, catering primarily to Institutional and Ultra HNI Clients. Promoted by Mr. Rahul Kayan and guided by Mr. Ajay Kayan, SMIFS Limited strives to uphold its motto of Legacy, Growth, and Trust.

Role Description

This is a full-time on-site role for a Vice President of Wealth Management located in Mumbai. The Vice President will be responsible for building team and overseeing wealth management services, financial planning, and investment strategies for high-net-worth clients. S/He will be responsible for units P&L and Daily tasks include developing customized financial plans, managing client portfolios, monitoring financial markets, and ensuring client satisfaction through continuous advisory services. The role also involves team leadership and collaboration with other departments to achieve company objectives.

Qualifications

• Expertise in Financial Planning and Wealth Management Services
• Knowledge and experience in Investments, Finance, and Investment Management
• Proven track record of managing high-net-worth client portfolios
• Strong leadership and team management skills
• Excellent analytical and problem-solving abilities
• Effective communication and interpersonal skills
• Relevant certifications such as CFP are a plus
• Bachelor's degree in Finance, Economics, Business Administration, or related field. An advanced degree (e.g., MBA) is preferred