Wealth Manager

SMIFS; Kolkata District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

SMIFS in Kolkata is seeking a Wealth Relationship Manager to acquire and manage high-net-worth clients, delivering tailored financial plans and investment advice.

You will build strong client ties, design financial plans, and ensure right advisory delivery, while coordinating with product and research teams for informed decisions and ongoing client education.

Qualifications

• Experience in stock broking and wealth management
• Advising clients across asset classes
• At least 2 years of stability in present/previous roles

Responsibilities

• Acquire preferred clients (Mass Affluent, HNI, UHNI, Family Office)
• Maintain client relationships and generate AUM
• Advise clients on investments and manage portfolios
• Track target client segments for new acquisition opportunities
• Coordinate with product and research CFP team for investment decisions
• Conduct seminars, workshops, events and other business development activities

Skills

Analytical skills

Team collaboration

Wealth management experience

Client advisory across asset classes

Education

Bachelor's degree or Graduate

Job description

Job Description

JOB TITLE: Wealth Relationship ManagerJob Location: Kolkata

Reports To: Regional Head

Department: Wealth Relationship Management

Classification: Full Time

Position Summary: -

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

PRE-REQUISITES: -

• Relationship Managers with prior experience working in a Stock Broking & Wealth Management, Private wealth management, Bank set up.
• Experience of advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2 years of stability)

ROLES & RESPONSIBILITIES: -

• The Relationship Manager will be Responsible for Acquiring Preferred clients (Mass Affluent, HNI, UHNI, Family Office)
• Maintaining client relationships and generate AUM from preferred clients.
• Advising clients on their investments and managing their overall financial portfolio and acquiring the wallet share from existing clients
• Track the target Client segment in the market for new client acquisition opportunities/financial market trend to determine whether they fit into clients portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops, events and other business development activities.

Educational Requirements: -

Graduate in any field.