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For Employers

Wealth Manager

SMIFS LIMITED

0 years

0 Lacs

kolkata metropolitan area west bengal india

Posted:15 hours ago| Platform:

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Skills Required

leadership portfolio management research planning risk strategies monitoring portfolios communication analyze finance certification

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

SMIFS Limited, established in 1993, has a strong legacy in the financial services sector. Under the leadership of Mr. Rahul Kayan, guided by industry experts Mr. Ajay Kayan and Mr. Utsav Parekh, the company offers an extensive range of services including Equity, Commodity, and Currency Brokerage, Portfolio Management Services, Research & Advisory, and Investment Banking. With a pan-India presence, SMIFS Limited is known for its strong Research & Advisory capabilities, catering primarily to Institutional and Ultra HNI clients. The company is committed to upholding its core values of Legacy, Growth, and Trust.

Role Description

This is a full-time, on-site role based in the Kolkata metropolitan area for a Wealth Manager. The Wealth Manager will be responsible for guiding clients in financial planning and investment management, offering insights and advisory services, creating risk-averse strategies, monitoring portfolios, and providing regular updates to clients. The role involves building strong relationships with clients and understanding their financial goals to offer tailor-made financial solutions.

Qualifications

Proficiency in Financial Planning and Investments
Strong knowledge of Investment Management and Finance
Experience in Insurance and related financial products
Excellent interpersonal and communication skills to build and maintain client relationships
Ability to analyze market trends and make informed financial recommendations
Relevant experience in wealth management, financial advisory, or a similar field
Bachelor's degree in Finance, Economics, Business Administration, or related discipline; certification in CFP or CFA is a plus

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Wealth Manager