Wealth Manager
SMIFS LIMITED
Greater Kolkata AreaFresher56m agovia LinkedIn
About the Role
The Wealth Manager is the primary client contact, responsible for acquiring, managing, and retaining affluent and high-net-worth relationships. This role involves understanding clients' financial goals, providing investment advisory services, and delivering customized wealth management solutions across multiple asset classes. Collaborating with research, product, and financial planning teams, the Wealth Manager enhances client portfolios, increases assets under management (AUM), and drives business growth.
Key Responsibilities
- Acquiring and managing Preferred, Mass Affluent, HNI, UHNI, and Family Office clients.
- Building and maintaining long-term client relationships.
- Generating and growing Assets Under Management (AUM) from existing and new clients.
- Advising clients on investments across various asset classes.
- Understanding client financial goals and designing customized financial plans.
- Identifying new client acquisition opportunities and expanding market reach.
- Monitoring financial markets and investment opportunities relevant to client portfolios.
- Increasing wallet share from existing clients through cross-selling and advisory services.
- Collaborating with Product, Research, and Centralized CFP teams for investment recommendations.
- Conducting and participating in seminars, workshops, investor awareness programs, and business development initiatives.
- Ensuring exceptional client service and relationship management standards.
Qualifications & Skills
- Educational Qualification:
- Bachelor's Degree in Finance, Commerce, Business Administration, Economics, or related discipline.
- MBA or equivalent qualification will be an added advantage.
- Relevant Experience:
- Prior experience in Wealth Management, Private Banking, Stock Broking, Financial Advisory, or Banking.
- Experience in handling HNI/UHNI client relationships.
- Minimum stability of 2 years in current and previous organizations preferred.
Compensation & Growth
- Competitive compensation and attractive performance-linked incentives.
- Structured career growth and advancement opportunities.
- Continuous learning and professional development programs.
- Exposure to a wide range of financial products and wealth management solutions.
- Opportunity to work with experienced industry professionals and research teams.
- Dynamic and growth-oriented work environment.