SMIFS LIMITED
Website:
smifs.com
Job details:
Company Description
SMIFS Limited is a trusted wealth management and financial services company with over 33 years of expertise in helping clients build and preserve their wealth across India. Founded in 1991, SMIFS operates with a client-first philosophy, leveraging research-driven strategies and disciplined risk management to achieve financial goals. The company offers a comprehensive range of services, including Wealth Management, Equities & Market Access, Insurance Solutions, Institutional Services, and Structured & Legacy Planning. With a commitment to long-term value creation, SMIFS provides personalized solutions tailored to meet diverse financial needs. The company is a SEBI-registered intermediary with a strong foundation in compliance and trusted partnerships.
Role Description
This is a full-time, on-site role for a Vice President of Wealth Management, based in Mumbai. The Vice President will be responsible for leading a team to deliver exceptional wealth management services, developing and implementing financial strategies, and managing client relationships. Key duties include overseeing financial planning, advising on investment strategies, ensuring compliance with regulations, and achieving business development goals. Collaboration with other departments to align services and foster growth will also be a key component of this role.
Qualifications
- Strong expertise in Financial Planning and Wealth Management Services
- In-depth knowledge of Investments and Investment Management principles
- Proven experience in Finance with a focus on developing tailored financial strategies
- Exceptional leadership and team management skills
- Excellent communication and interpersonal skills to build and maintain client relationships
- Thorough understanding of regulatory compliance and risk management practices
- An MBA or equivalent advanced degree in Finance, Economics, or a related field is preferred
- Professional certifications such as CFA, CFP, or equivalent are highly desirable
- Demonstrated ability to strategize for business growth and achieve targets
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