Company Description SMIFS Limited is a leading wealth management and financial services company with over 33 years of experience in helping investors, high-net-worth individuals, corporates, and institutions build and preserve wealth. Founded in 1991, the firm is guided by a client-first philosophy, research-driven decision-making, and disciplined risk management. SMIFS offers comprehensive solutions across wealth management, equity and market access, insurance, institutional services, and structured and legacy planning. The company partners with clients across India to design tailored financial strategies aligned with their goals, risk profile, and life stage, focusing on capital protection and long-term wealth creation. SMIFS operates under multiple SEBI, IRDAI, and other regulatory registrations, reflecting its commitment to compliance and professional standards.
Role Description This full-time, in office Wealth Manager role is based in Mumbai. The Wealth Manager will engage with clients to understand their financial goals, risk tolerance, and life-stage needs,
and design customized wealth management strategies. Day-to-day responsibilities include developing financial plans, recommending investment and insurance solutions, monitoring portfolio performance, and rebalancing allocations in line with market conditions and client objectives. The role involves regular client meetings, preparing proposals and reports, coordinating with internal research and product teams, and ensuring high standards of compliance and documentation. The Wealth Manager will also support business growth through client relationship management, referrals, and cross-selling of relevant financial products and services.
Qualifications
Strong skills in Financial Planning and Finance, with the ability to design comprehensive, goal-based financial strategies.
Proficiency in Investment Management and Investments, including asset allocation, product selection, and portfolio monitoring.
Knowledge of In
📌 Wealth Manager (Mumbai)
🏢 SMIFS
📍 Mumbai