Company Description SMIFS Limited is a leading wealth management and financial services company with over three decades of experience supporting investors, high-net-worth individuals, corporates, and institutions in building and preserving wealth. Founded in 1991, the firm follows a client-first approach, grounded in strong research and disciplined risk management. SMIFS delivers tailored financial strategies across wealth management, equities and market access, insurance solutions, institutional services, and structured and legacy planning. The company partners with clients across India to help them navigate market cycles, protect capital, and create sustainable long-term wealth. SMIFS operates with multiple regulatory registrations and licenses, reflecting a robust compliance framework and institutional-grade standards.

Role Description This is a full-time, in office Wealth Manager role based in Mumbai. The Wealth Manager will work closely with clients to understand their financial goals, risk profiles, and life stage, and then design customized wealth management strategies. Day-to-day responsibilities include financial planning, portfolio construction and monitoring, recommending suitable investment products, and reviewing performance against client objectives. The role involves regular client meetings, proactive communication, and coordination with internal research and product teams to deliver informed, research-backed advice.



The Wealth Manager will also identify new business opportunities, maintain accurate client documentation, and ensure all recommendations follow regulatory and internal compliance standards.

Qualifications

- Candidates should possess strong skills in Financial Planning, including goal-based planning, cash flow analysis, and asset allocation.
- Candidates should possess expertise in Investment Management and Investments, including portfolio construction, product selection, and performance review.
- Candidates should possess solid knowledge of Finance, including capital markets, risk-return concepts, and regulatory requirements.
- Candidates should possess understanding of Insurance solutions, including life, health, and general insurance for comprehensive risk coverage.
- Relevant academic background such as a degree in Finance, Economics, Business, or related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Proven experience in wealth management, private banking, or financial advisory, with strong client relationship and communication skills.
- Ability to analyze complex financial information, use financial planning tools, and work with integrity in a highly regulated environment.
- High level of accountability, attention to detail, and commitment to client-first advice and long-term relationship building.

📌 Wealth Manager (Mumbai)
🏢 SMIFS
📍 Mumbai