Wealth Manager

Company Introduction

SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions. Our dedicated Wealth Managers develop personalized wealth management strategies for our clients by listening to them and understanding their financial needs and goals. Our investment solutions cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.

Website: http://www.smcinvestments.co.in  Linkedin: https://www.linkedin.com/company/smc-investments-advisors-limited/

Job Description & Specification

Company: Broking / Securities

Position: Private Wealth Manager / Senior Wealth Manager

Location: Goregaon East, Mumbai / Pusa Road, Delhi

Working Days: Monday to Friday

Role Overview:

As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on selling PMS, AIF, and other investment products.

Key Responsibilities:

 Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals.

 Sales & Advisory: Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency.

 Relationship Building: Develop and maintain strong relationships with clients to meet their financial needs and expand AUM.

 Target Achievement: Achieve set targets for client acquisition, business volume, and assets under management (AUM).

Desired Profile:

 Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of ₹20 crores+.

 Product Knowledge: Expertise in PMS and key investment products.

 Skills: Excellent interpersonal skills and a strong ability to attract and secure new clients.

Qualifications: Relevant degree in Finance or a related field

• It is a Full Time Sales / Business Development job for candidates with 5 - 6+ years Experience.

More about this Wealth Manager job

1. What is the eligibility criteria to apply for this Wealth Manager job?
   Ans: The candidate should be Graduate and above and above with 5 - 6+ years Experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹40000 - ₹50000 per month that depends on your interview. It's a Full Time job in Delhi.
3. How many working days are there for this Wealth Manager job?
   Ans: This Wealth Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Wealth Manager job?
   Ans: No, there is no fee applicable for applying this Wealth Manager job and during the employment with the company, i.e., Instatalent Recruit Llp.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Wealth Manager role?
   Ans: There is an immediate opening of 5 Wealth Manager at Instatalent Recruit Llp
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Wealth Manager job?
   Ans: This Wealth Manager job has 09:00 AM - 06:00 PM timing.