Wealth Management Advisor

Company Description

SMIFS Limited, established in 1993, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and more. With a pan-India presence, the company specializes in Research & Advisory Services, catering primarily to institutional and ultra-high-net-worth clients. Under the leadership of Mr. Rahul Kayan and the guidance of Mr. Ajay Kayan and Mr. Utsav Parekh, SMIFS Limited is committed to upholding its values of Legacy, Growth, and Trust through a professional team of analysts.

Role Description

This is a full-time on-site role for a Wealth Management Advisor located in the Kolkata metropolitan area. The Wealth Management Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. Daily tasks include analyzing financial data, developing personalized wealth management strategies, conducting market research, and maintaining client relationships. The role requires collaboration with other financial professionals to deliver comprehensive financial services.

Qualifications

• Financial Planning and Retirement Planning skills
• Expertise in Investments and Wealth Management Services
• Strong analytical and research abilities
• Excellent interpersonal and communication skills
• Professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
• Experience in the financial services industry, particularly in advisory roles
• Bachelor's degree in Finance, Economics, Business, or a related field
• Ability to work effectively in an on-site team environment