B2C 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 in building and preserving wealth. Founded in 1991, the firm is driven by a client-first philosophy, research-backed advice, and disciplined risk management. SMIFS offers a comprehensive suite of services, including wealth management, equities and market access, insurance solutions, institutional services, and structured and legacy planning. The company provides tailored financial strategies aligned with each clients goals, risk profile, and life stage, helping them navigate market cycles and create long-term wealth. SMIFS operates under multiple SEBI, AMFI, IRDAI, and other regulatory registrations, reflecting its commitment to compliance and professional standards.

Role Description The B2C Wealth Manager will be responsible for managing and growing a portfolio of individual clients, providing end-to-end advisory across investments, insurance, and financial planning solutions. This full-time, on-site role based in Lucknow involves understanding client objectives, assessing risk profiles, and recommending suitable products such as mutual funds, equities, fixed income, and insurance plans. Day-to-day activities include conducting client meetings, preparing and presenting financial plans, monitoring portfolio performance, and rebalancing strategies in line with market developments. The Wealth Manager will collaborate with internal research and product teams to deliver informed recommendations, ensure regulatory compliance, and maintain accurate documentation. The role also includes prospecting new clients, nurturing long-term relationships, and supporting clients through different life stages with timely, personalized financial guidance.

Qualifications

• Candidates should possess strong skills in Financial Planning to design goal-based, risk-aligned strategies for individual clients.
• Candidates should possess solid Investment Management and Investments skills to construct, monitor, and optimize diversified portfolios.
• Candidates should possess a sound understanding of Finance to interpret market trends, analyze products, and explain concepts clearly to clients.
• Candidates should possess knowledge of Insurance solutions, including life, health, and general insurance, to integrate protection into overall financial plans.
• Relevant academic background such as a degree in Finance, Commerce, Economics, Business, or a related field; professional certifications (e.g., CFP, NISM, NCFM) are an advantage.
• Proven experience in wealth management, financial advisory, or related client-facing financial services, preferably in B2C environments.
• Strong interpersonal, communication, and relationship-building skills, with the ability to explain complex financial products in simple terms.
• High ethical standards, attention to detail, comfort with financial technology platforms, and the ability to work independently while meeting performance goals.