Private Wealth Manager

SMC Investments; Indore District, Lucknow, Jaipur; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

SMC Investments in Indore seeks a seasoned Private Wealth professional to expand its wealth management practice. The role centers on high-level client acquisition and building enduring client relationships.

You will target HNI/UHNI clients, offering in-house PMS and third‑party investments across mutual funds, bonds, SIPs, AIFs, and other assets to drive AUM growth with strategic advisory.

Qualifications

• 7–15 years of wealth management experience.
• Proven success in managing significant AUM.
• Strong network with HNIs/UHNIs, family offices, and institutional clients.

Responsibilities

• Identify and attract HNIs/UHNI clients through networking and referrals.
• Offer in-house PMS and third‑party products across Mutual Funds, Bonds, SIPs, AIFs, and more.
• Develop and maintain relationships to address client goals and grow AUM.
• Meet targets related to client acquisition, business volume, and assets under management.

Skills

Strategic mindset

Business acumen

Client advisory

Leadership

Job description

Role Overview

• In Private Wealth, you will play a pivotal expanding our wealth management business. The role involves driving client acquisition at the highest levels.

Key Responsibilities

• Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals.
• Sales & Advisory: Offer in-house PMS and third-party investment products, including Mutual Funds, Bonds, SIPs, AIFs, Unlisted Shares, Equities, Commodities, and Currency.
• Relationship Management: Develop and maintain strong relationships with clients to address their financial goals and grow AUM.
• Target Achievement: Meet business targets related to client acquisition, business volume, and assets under management.

Desired Profile

• Experience: 7-15 years in wealth management with proven success in managing significant AUM.
• Network: Strong relationships with HNIs, UHNIs, family offices, and institutional clients.
• Skills: Strategic mindset, strong business acumen, client advisory expertise, and leadership capabilities.