Jobs
Interviews

Posted:4 hours ago| Platform: Linkedin logo

Apply

Skills Required

portfolio management research planning portfolios communication certifications finance

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

SMIFS Limited, established in 1993, offers a comprehensive range of financial services including Brokerage, Portfolio Management, Research & Advisory, Investment Banking, Depository & Repository, and Distribution services. Promoted by Mr. Rahul Kayan and guided by Mr. Ajay Kayan & Mr. Utsav Parekh, SMIFS operates nationwide with a strong focus on Research & Advisory Services for Institutional & Ultra HNI Clients. Our professional team of analysts is dedicated to upholding our values of Legacy, Growth, and Trust.

Role Description

This is a full-time on-site role for a Wealth Manager located in the Kolkata metropolitan area. The Wealth Manager will be responsible for financial planning, investment management, and providing tailored financial advice to clients. Daily tasks include evaluating clients' financial needs, developing comprehensive financial plans, managing investment portfolios, and offering insurance solutions. The Wealth Manager will also be tasked with maintaining client relationships and continuously seeking opportunities for financial growth and asset preservation.

Qualifications

  • Skills in Financial Planning and Finance
  • Experience in Investment Management and Investments
  • Familiarity with Insurance solutions
  • Excellent analytical and strategic thinking skills
  • Strong communication and interpersonal skills
  • Relevant certifications such as CFP, CFA, or similar qualifications are desirable
  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Ability to work independently and as part of a team

More Jobs at SMIFS LIMITED

Urgent Requirement for RM/SRM/SDM in Retail-sales

Kolkata, West Bengal, India

3.0 - 4.0 yrs
|

Salary: Not disclosed

RM/SRM – Retail-Sales

Kolkata, West Bengal, India

3.0 - 4.0 yrs
|

Salary: Not disclosed

Senior Leadership Role at SMIFS Limited – SBU Head (Sales)

Chennai, Tamil Nadu, India

40.0 - 40.0 yrs
|

Salary: Not disclosed

Job Opening – 𝗦𝗕𝗨 𝗛𝗲𝗮𝗱 / 𝗕𝗿𝗮𝗻𝗰𝗵 𝗛𝗲𝗮𝗱 / 𝗧𝗲𝗮𝗺 𝗟𝗲𝗮𝗱𝗲𝗿 / 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴?

Chennai, Tamil Nadu, India

Experience: Not specified

|

Salary: Not disclosed

Digital Marketing Manager

India

2.0 - 2.0 yrs
|

INR 0 - 0 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play App Store
coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
SMIFS LIMITED logo
SMIFS LIMITED

RecommendedJobs for You

QuickTurtle logo

Wealth Manager

QuickTurtle

chandigarh

QuickTurtle logo

Wealth Manager

QuickTurtle

mumbai

Wealth Manager

Wallet4wealth

lucknow

SMIFS LIMITED logo

Wealth Manager

SMIFS LIMITED

kolkata metropolitan area, west bengal, india

Kredere Wealth Partner logo

Wealth Manager

Kredere Wealth Partner

mumbai, nariman point

QuickTurtle logo

Wealth Manager

QuickTurtle

navi mumbai

QuickTurtle logo

Wealth Manager

QuickTurtle

thane

QuickTurtle logo

Wealth Manager

QuickTurtle

mumbai, hyderabad, bengaluru

QuickTurtle logo

Wealth Manager

QuickTurtle

navi mumbai

BFC Capital P. Ltd. logo

Wealth Manager

BFC Capital P. Ltd.

lucknow, uttar pradesh, india