Vice President of Wealth Management

Company Description

SMIFS Limited, established in 1993 and revitalized under the leadership of Mr. Rahul Kayan with guidance from Mr. Ajay Kayan, offers a comprehensive range of financial services. These include Brokerage (Equity, Commodity, Currency), Portfolio Management, Research & Advisory, Investment Banking, Depository & Repository, and Distribution services for Mutual Funds, IPOs,FPOs, Bonds, Fixed Income Products, PMS, AIF and Structured Products. With a strong pan-India footprint, the company specializes in Research & Advisory Services, catering to Institutional and Ultra HNI clients through a professional team of analysts. SMIFS Limited is committed to its core values of Legacy, Growth, and Trust to lead in the financial services domain.

Role Description

This is a full-time, on-site role based in Mumbai for a Vice President of Wealth Management. The role entails leading and managing wealth management operations, providing comprehensive financial planning and investment strategies to clients, and ensuring alignment with their financial goals. The individual will oversee client portfolios, recommend suitable investment opportunities, and develop personalized wealth management solutions. Collaboration with internal teams to enhance client satisfaction and ensure compliance with regulatory guidelines is integral to the position.

Qualifications

• Expertise in Financial Planning and Wealth Management Services
• Strong knowledge of Investments and Investment Management strategies
• Proven experience in the Finance sector with a focus on providing tailored client solutions
• Exceptional interpersonal and communication skills to build and manage client relationships
• Relevant professional certifications such as CFA or CFP are highly preferred
• Proficiency in industry-specific tools and platforms
• Strategic and analytical thinking abilities, with a results-oriented approach
• Minimum of a bachelor’s degree in Finance, Economics, or related field; an MBA or equivalent advanced degree is a plus