Wealth Manager

Wealth Manager – Private Wealth Management

Location: Mumbai | Full-time | On-site

About SMIFS Limited

SMIFS Limited is a leading financial services firm with a strong presence in Wealth Management and Capital Markets, offering investment solutions to HNI/UHNI clients, corporates and institutions.

Key Responsibilities

* Manage and grow an existing HNI/UHNI client portfolio and AUM book.

* Drive New Client Acquisition (NCA) and generate fresh AUM through strong market relationships and networking.

* Build long-term client relationships and increase wallet share through effective portfolio management and cross-selling.

* Understand client objectives, risk profile and investment requirements and provide suitable wealth solutions.

* Handle and advise across Equities, Mutual Funds, PMS, AIF, Bonds/NCDs, Life Insurance, Structured Products and Alternative Investments.

* Conduct regular portfolio reviews and work closely with research, product and operations teams.

* Achieve assigned AUM, revenue and acquisition targets while maintaining high standards of compliance and client service.

Candidate Profile

* 3+ years of experience in Wealth Management / Private Banking / Financial Advisory.

* Proven existing AUM/client book and strong HNI/UHNI relationships.

* Demonstrated track record in New Client Acquisition and fresh AUM generation.

* Strong knowledge of wealth-management products and financial markets.

* Excellent communication, relationship-management and business-development skills.

* NISM/CFP/CFA certification is an advantage.

Preferred

Candidates with an established client book, strong HNI/UHNI network and proven NCA track record will be strongly preferred.

Application: Please mention your current AUM, fresh AUM generated and key product expertise along with your application.