SMIFS LIMITED
Website:
smifs.com
Job details:
Company Description SMIFS Limited is a leading wealth management and financial services company with over 33 years of experience serving investors, high-net-worth individuals, corporates, and institutions across India. Founded in 1991, the firm is driven by a client-first philosophy, research-led insights, and disciplined risk management. SMIFS provides comprehensive solutions across wealth management, equities and market access, insurance, institutional services, and structured and legacy planning. The company focuses on tailored strategies that align with clients’ goals, risk appetite, and life stage, helping them navigate market cycles and create long-term wealth. SMIFS operates under multiple SEBI, IRDAI, and market intermediary registrations, reflecting a strong regulatory framework and industry credibility.
Role Description This is a full-time, on-site Wealth Manager role based in Indore. The Wealth Manager will engage with clients to understand their financial goals, risk profiles, and life-stage priorities, and design comprehensive wealth plans accordingly. Day-to-day responsibilities include advising on investment products, constructing and monitoring portfolios, recommending insurance solutions, and supporting clients with retirement, tax-efficient, and legacy planning strategies. The role involves regular portfolio reviews, performance reporting, and proactive communication to help clients navigate changing market conditions. The Wealth Manager will collaborate with internal research and product teams to deliver informed, compliant, and client-centric advice while contributing to business growth through relationship building and client acquisition.
Qualifications
- Candidates should possess strong skills in Financial Planning, including goal-based planning, asset allocation, and retirement planning.
- Candidates should possess expertise in Investment Management, with experience in portfolio construction, risk management, and performance monitoring.
- Candidates should possess a solid understanding of Investments, such as mutual funds, equities, PMS, fixed income, and alternative investment products.
- Candidates should possess foundational knowledge in Finance, including capital markets, financial instruments, and regulatory considerations.
- Candidates should possess practical experience in Insurance solutions, including life, health, and general insurance for comprehensive risk protection.
- Relevant academic background in finance, economics, business, or a related field; professional certifications (e.g., CFP, NISM, CFA level progress) are an advantage.
- Strong analytical, numerical, and research skills, with the ability to interpret market data and communicate insights clearly to clients.
- Excellent communication and interpersonal skills, with a client-centric mindset and the ability to build long-term relationships.
- High ethical standards, attention to detail, and adherence to regulatory and compliance requirements.
- Prior experience in wealth management, financial advisory, or investment services is preferred.
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