Role Description This is a full-time, in office Wealth Manager role based in Bhubaneswar. The Wealth Manager will engage with clients to understand their financial goals, risk appetite, and life stage, and will design customized wealth management strategies across investments, insurance, and legacy planning. Day-to-day responsibilities include conducting financial planning analyses, recommending suitable investment products, monitoring portfolio performance, and rebalancing portfolios as needed. The role involves regular client meetings, preparing proposals and reports, ensuring compliance with regulatory guidelines, and coordinating with internal research and product teams to deliver informed, high-quality advice. The Wealth Manager will also contribute to business development by identifying new client opportunities and maintaining long-term relationships built on trust and transparent communication.

Demonstrated experience in wealth management, financial advisory, or related financial services; prior client-facing experience is highly be
neficial.Excel
lent communication, presentation, and relationship-management skills, with a client-centric and ethical approach.

📌 Wealth Manager (Bhubaneswar)
🏢 SMIFS
📍 Bhubaneswar