Wealth Manager – Private Wealth Management

Location: Mumbai | Full time | On-site

About SMIFS Limited
SMIFS Limited is a leading financial services firm with a solid presence in Wealth Management and Capital Markets, offering investment solutions to HNI/UHNI clients, corporates and institutions.

Key Responsibilities
Manage and grow an existing HNI/UHNI client portfolio and AUM book.
Drive New Client Acquisition (NCA) and generate fresh AUM through strong market relationships and networking.
Build long-term client relationships and increase wallet share through effective portfolio management and cross-selling.
Understand client objectives, risk profile and investment requirements and provide suitable wealth solutions.
Handle and advise across Equities, Mutual Funds, PMS, AIF, Bonds/NCDs, Life Insurance, Structured Products and Alternative Investments.
Conduct regular portfolio reviews and work closely with research, product and operations teams.
Achieve assigned AUM,



revenue and acquisition targets while maintaining high standards of compliance and client service.

Candidate Profile
3+ years of experience in Wealth Management / Private Banking / Financial Advisory.
Proven existing AUM/client book and strong HNI/UHNI relationships.
Demonstrated track record in Current Client Acquisition and fresh AUM generation.
Strong knowledge of wealth-management products and financial markets.
Excellent communication, relationship-management and business-development skills.
NISM/CFP/CFA certification is an advantage.

Preferred

Candidates with an established client book, strong HNI/UHNI network and proven NCA track record will be strongly preferred.

Application: Please mention your current AUM, fresh AUM generated and key product expertise along with your application.

📌 Wealth Manager Mumbai (India)
🏢 SMIFS
📍 India