Wealth Manager / Senior Wealth Manager
S
SMIFS LIMITED
📍 kolkata, west bengal, India
Job Description
Join SMIFS Limited and be part of one of India‘s most respected financial services institutions with a legacy spanning over three decades.
We are looking for dynamic, relationship-driven professionals who are passionate about Wealth Management and helping clients achieve their financial goals.
Location: Kolkata
Role: Wealth Manager/ Senior Wealth Manager
Grade: Manger/ Senior Manager/ Chief Manger
Minimum Experience: 6 Years in Relationship Management in Bank / Wealth Management/ Broking
Salary: Negotiable. Best In Industry
Key Responsibilities:
✔ Acquire and manage HNI/UHNI clients
✔ Build long-term client relationships
✔ Provide comprehensive wealth management solutions
✔ Advise clients across Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, and other investment opportunities
✔ Generate and grow Assets Under Management (AUM)
✔ Drive revenue through advisory-le...
We are looking for dynamic, relationship-driven professionals who are passionate about Wealth Management and helping clients achieve their financial goals.
Location: Kolkata
Role: Wealth Manager/ Senior Wealth Manager
Grade: Manger/ Senior Manager/ Chief Manger
Minimum Experience: 6 Years in Relationship Management in Bank / Wealth Management/ Broking
Salary: Negotiable. Best In Industry
Key Responsibilities:
✔ Acquire and manage HNI/UHNI clients
✔ Build long-term client relationships
✔ Provide comprehensive wealth management solutions
✔ Advise clients across Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, and other investment opportunities
✔ Generate and grow Assets Under Management (AUM)
✔ Drive revenue through advisory-le...