Company Description SMIFS Limited is a leading wealth management and financial services company with over 33 years of experience serving individual investors, high-net-worth clients, corporates, and institutions across India. Founded in 1991, the firm is anchored in a client-first philosophy, combining research-driven insights with disciplined risk management. SMIFS offers end-to-end solutions spanning wealth management, equities and market access, insurance, institutional services, and structured and legacy planning.

The company focuses on tailored strategies that align with each client’s goals, risk profile, and life stage, helping them navigate market cycles, protect capital, and build sustainable long-term wealth. Its wide range of regulated services and strong market presence provide a stable, growth-oriented environment for financial professionals.

Role Description The Wealth Manager will be responsible for advising and managing client portfolios, designing comprehensive financial plans, and delivering personalized wealth strategies aligned with client objectives and risk tolerance. Day-to-day activities include assessing client needs, recommending suitable investment and insurance solutions, monitoring portfolio performance, and rebalancing allocations based on market conditions and life events. The role involves preparing and presenting financial proposals, maintaining regular client communication, and collaborating with internal research, product, and operations teams to ensure high-quality service delivery.

The Wealth





Manager will also support business development by nurturing existing relationships and identifying new client opportunities. This is a full-time hybrid role based in Kolkata, with a mix of on-site client interaction and some work-from-home flexibility.

Qualifications

- Strong capabilities in Financial Planning and Finance to design holistic, goal-based plans and interpret financial data effectively.
- Proficiency in Investment Management and Investments to construct, monitor, and optimize diversified portfolios across asset classes.
- Working knowledge of Insurance solutions to integrate appropriate life, health, and general insurance products into client strategies.
- Relevant academic background such as a bachelor’s or master’s degree in Finance, Economics, Business, or a related discipline.
- Professional certifications (e.g., CFP, CFA, NISM, IRDAI-related licenses) preferred for advisory and distribution responsibilities.
- Excellent analytical, numerical, and problem-solving skills, with the ability to explain complex concepts in clear, client-friendly language.
- Solid relationship management, communication, and presentation skills, with a client-centric and ethics-driven approach.
- Comfort working in a regulated financial environment and familiarity with SEBI, AMFI, and IRDAI guidelines is an advantage.
- Ability to work independently and in teams, manage multiple client relationships, and adapt to a hybrid work setting in Kolkata.

📌 Wealth Manager (Kolkata)
🏢 SMIFS
📍 Kolkata