Wealth Manager

Company Description SMIFS Limited is a leading wealth management and financial services company with over three decades of experience supporting investors, high-net-worth individuals, corporates, and institutions across India. Founded in 1991, the firm is driven by a client-first philosophy, research-led advice, and disciplined risk management. SMIFS offers end-to-end solutions spanning wealth management, equities and market access, insurance, institutional services, and structured and legacy planning. The company focuses on tailored strategies designed around each client's goals, risk profile, and life stage, aiming to protect capital and create sustainable long-term wealth. SMIFS operates under multiple SEBI, IRDAI, and other regulatory registrations, reinforcing its commitment to compliance and professional standards.

Role Description The Wealth Manager role at SMIFS Limited is a full-time, on-site position based in Ranchi. The Wealth Manager will be responsible for developing and managing client relationships, understanding financial goals, and delivering customized wealth management solutions. Daily activities include assessing client risk profiles, designing investment and insurance portfolios, conducting periodic portfolio reviews, and recommending adjustments aligned with market conditions and client objectives. The role involves coordinating across internal research, product, and operations teams to ensure seamless execution and exceptional client service. The Wealth Manager will also engage in business development activities, including sourcing new clients, conducting financial planning discussions, and presenting SMIFS offerings in a clear, compliant, and client-centric manner.

Qualifications

• Candidates should possess strong competencies in Financial Planning and Finance, including goal-based planning, cash flow analysis, and risk assessment.
• Candidates should possess expertise in Investment Management and Investments, such as portfolio construction, asset allocation, and understanding of market instruments.
• Candidates should possess working knowledge of Insurance solutions, including life, health, and general insurance for comprehensive protection planning.
• Relevant academic background such as a degree in Finance, Economics, Business, or related fields; professional certifications (e.g., CFP, NISM, NCFM) are an advantage.
• Strong communication and interpersonal skills, ability to build trust with diverse clients, and a consultative, client-first approach.
• Analytical mindset with comfort using financial tools and platforms, and familiarity with regulatory and compliance requirements in financial services.
• Proven ability to meet targets ethically, work collaboratively with cross-functional teams, and maintain high standards of integrity and confidentiality.