Wealth Manager

Company Description SMIFS Limited is a leading wealth management and financial services company with over 33 years 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 decision making, and disciplined risk management. SMIFS offers comprehensive solutions spanning wealth management, equities and market access, insurance, institutional services, and structured and legacy planning. The company focuses on tailored strategies aligned with each clients goals, risk profile, and life stage, aiming to protect capital, navigate market cycles, and build long-term wealth. SMIFS operates under multiple SEBI, IRDAI, AMFI, and exchange registrations, reflecting strong regulatory compliance and professional standards.

Role Description This is a full-time Wealth Manager role based in Siliguri in a hybrid work model, with both on-site client engagement and some work-from-home flexibility. The Wealth Manager will be responsible for developing and managing client relationships, understanding individual financial goals, risk appetite, and time horizons, and creating customized financial and investment strategies. Daily activities include conducting financial planning discussions, recommending investment products across asset classes, coordinating insurance solutions, and monitoring portfolio performance to ensure alignment with client objectives. The role involves regular reviews of client portfolios, preparing reports and proposals, staying updated on market trends and regulatory changes, and collaborating with internal research and product teams to deliver informed, compliant advice. The Wealth Manager will also support client education, handle service queries, and contribute to business development through referrals and new client acquisition.

Qualifications

• Candidates should possess strong skills in Financial Planning and holistic wealth advisory, including goal-based planning and risk assessment.
• Candidates should possess solid Investment Management and Investments skills, including asset allocation, portfolio construction, and performance monitoring.
• Candidates should possess sound Finance knowledge, including understanding of capital markets, financial instruments, and regulatory frameworks.
• Candidates should possess expertise in Insurance solutions, including life, health, and general insurance for protection and risk mitigation.
• Relevant bachelors degree or higher in Finance, Commerce, Economics, Business, or a related discipline; professional certifications (such as CFP, NISM, or equivalent) are an advantage.
• Proven experience in wealth management, financial advisory, banking, or investment services, with a strong client relationship management focus.
• Excellent analytical, communication, and presentation skills, with the ability to explain complex concepts in a clear, client-friendly manner.
• High ethical standards, integrity, and adherence to regulatory and compliance requirements, with a client-centric and long-term advisory mindset.