Company Description SMIFS Limited is a leading wealth management and financial services firm with over three decades of experience helping investors, high-net-worth individuals, corporates, and institutions build, grow, and preserve wealth. Founded in 1991, the company follows a client-first approach backed by strong research and disciplined risk management. SMIFS delivers tailored strategies across wealth management, equities and market access, insurance solutions, institutional services, and structured and legacy planning. The firm supports clients across India with comprehensive solutions spanning mutual funds, PMS, private equity, fixed income, alternatives, and insurance. Its regulated, research-driven platform offers a robust and compliant setting for long-term wealth creation.
Role Description The Senior Wealth Manager is a full-time, on-site role based in the Greater Kolkata Area. This role involves advising and managing portfolios for individual and institutional clients, aligning investment strategies with their goals, risk profile, and time horizon.
The Senior Wealth Manager will develop and implement comprehensive financial plans, monitor portfolio performance, and rebalance investments as needed. Responsibilities include client acquisition and relationship management, conducting regular reviews, and presenting research-backed recommendations across asset classes and insurance solutions. The role also requires close collaboration with internal research, product, and operations teams to deliver seamless, compliant, and high-quality wealth management services.
Qualifications
Strong skills in Financial Planning and holistic wealth advisory, including goal-based planning and retirement planning.
Experience in Investment Management, including portfolio construction, asset allocation, and risk management.
In-depth knowledge of Investments, such as equities, mutual funds, PMS, fixed income, alternatives, and structured products.
Solid understanding of Finan
📌 Senior Wealth Manager (Kolkata)
🏢 SMIFS
📍 Kolkata