Wealth Manager / Equity Advisor / Dealer /RM / SRM

Job description

Company Description

SMIFS Limited, with a legacy since 1993, offers a range of Financial Services including Brokerage, Portfolio Management, Research & Advisory, Investment Banking, and Distribution services. With a pan India presence, our core strength lies in Research & Advisory Services catering to Institutional & Ultra HNI Clients. We uphold our motto of Legacy, Growth, and Trust.

Role Description

This is a full-time on-site Wealth Manager role located in the Kolkata metropolitan area. The Wealth Manager will be responsible for Financial Planning, Investment Management, Investments, Finance, and Insurance services for clients.

Qualifications

• Financial Planning and Investment Management skills
• Experience in Investments and Finance
• Knowledge of Insurance services
• Certification such as Certified Financial Planner (CFP), NISM VA, NISM VIII is a plus
• Strong analytical and communication skills
• Bachelor's degree in Finance, Economics, or related field

Industry

• Financial Services

Employment Type

Full-time