Manager / AVP/DVP/VP WEALTH

Company Description

SMIFS Limited, established in 1993, is a comprehensive financial services provider under the dynamic leadership of Mr. Rahul Kayan, with guidance from industry veterans Mr. Ajay Kayan and Mr. Utsav Parekh. The company offers a wide range of services, including Brokerage (Equity, Commodity, Currency), Portfolio Management, Research & Advisory, Investment Banking, Depository & Repository, and Distribution of financial instruments like Mutual Funds and IPOs. With a nationwide presence, SMIFS Limited specializes in Research & Advisory Services, catering primarily to Institutional and Ultra HNI clients. Rooted in its core values of Legacy, Growth, and Trust, SMIFS Limited remains committed to delivering excellence in financial solutions.
Role Description

This is a full-time on-site role for a Wealth Management Advisor, based in Kolkata. The Wealth Management Advisor will be responsible for offering tailored financial and wealth management services, providing sound financial and retirement planning advice, and assisting clients in building and managing their investment portfolios. The role includes analyzing client financials, crafting personalized investment strategies, and maintaining strong client relationships for long-term wealth growth. Advisors will work directly with clients to ensure their financial goals are achieved through effective planning and informed decision-making.
Qualifications

• Comprehensive understanding of Financial Planning and Retirement Planning
• Strong knowledge and expertise in Investments and Wealth Management Services
• Solid foundation in Finance and effective financial advisory practices
• Strong analytical and problem-solving skills, with the ability to provide tailored solutions
• Excellent interpersonal and communication skills for delivering client-centric solutions
• Bachelor's degree in Finance, Business, Economics, or related field; certifications like CFP or CFA are an advantage
• Proven experience in financial advisory, wealth management, or related roles is preferred