Wealth Manager

Company: SMC Private Wealth

Position: Private Wealth Manager / Senior Wealth Manager 

Role Overview:

As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net

Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and 

expand our client base, with a strong emphasis on selling PMS, AIF, and other investment 

products. 

Key Responsibilities:

 Client Acquisition: Identify and attract HNI/UHNI clients through networking, market 

analysis, and referrals. 

 Sales & Advisory: Sell in-house PMS and other third party products including Mutual 

Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency. 

 Relationship Building: Develop and maintain strong relationships with clients to meet 

their financial needs and expand AUM. 

 Target Achievement: Achieve set targets for client acquisition, business volume, and 

assets under management (AUM). 

Desired Profile:

 Experience: Proven experience in sales and client acquisition, with a focus on managing 

AUM of ₹20 crores+. 

 Product Knowledge: Expertise in PMS and key investment products. 

 Skills: Excellent interpersonal skills and a strong ability to attract and secure new clients. 

Qualifications: Relevant degree in Finance or a related field