SMIFS - Assistant Vice President/Team Lead/Senior Wealth Manager - PMS & Advisory

Assistant Vice President/Team Lead/Senior Wealth Manger - PMS & Advisory

Role Description:

- This is a full-time on-site role for an AVP/Team Lead/Sr. Wealth Manager PMS & Advisory located in Mumbai.

- The role will involve overseeing Portfolio Management Services

- Providing advisory services to clients, managing a team, and ensuring the success of financial strategies.

Qualifications:

- Strong financial analysis and portfolio management skills.

- Experience in providing advisory services to institutional and high net-worth clients.

- Knowledge of equity, commodity, and currency markets.

- Excellent communication and interpersonal skills.

- Ability to lead and manage a team effectively.

- Certifications such as CFA, CFP, or other relevant qualifications.