Wealth Management Advisor

Company Description

SMIFS Limited, established in 1993, provides a comprehensive range of financial services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, and other financial distribution services such as Mutual Funds, IPOs, and FPOs. With a strong pan-India presence, the company specializes in Research and Advisory services for Institutional and Ultra HNI Clients, supported by a team of skilled analysts. SMIFS Limited operates under the leadership of seasoned professionals, focusing on its core values of Legacy, Growth, and Trust. The company is committed to delivering quality financial solutions to clients with a customer-centric approach.

Role Description

This is a full-time on-site position for a Wealth Management Advisor located in the Kolkata metropolitan area. The Wealth Management Advisor will be responsible for understanding clients’ financial goals and providing tailored financial planning, retirement planning, and wealth management services. Day-to-day responsibilities include advising clients on investment options, developing personalized strategies for wealth enhancement, managing client portfolios, and ensuring optimal financial outcomes. The candidate will collaborate with a team to deliver comprehensive financial services and maintain strong client relationships.

Qualifications

• Proficiency in Financial Planning and Retirement Planning with an understanding of client-centric solutions
• Strong expertise in Investments and Wealth Management Services to ensure clients achieve their financial goals
• Solid background in Finance and the ability to analyze complex financial scenarios
• Excellent communication, interpersonal, and relationship management skills
• Ability to work effectively in a team-based environment and adhere to professional standards
• Relevant certifications in finance, such as CFP, CWM, or other accredited financial planning credentials, are a plus
• A Bachelor’s degree in Finance, Economics, Business, or a related field is preferred
• Experience in working with HNI/UHNI clients and a proven track record in wealth management