SMIFS - Manager - Private Wealth

Description:

- As a Wealth Manager Private Wealth, you will serve as a trusted financial advisor to HNI clients, guiding them in wealth creation, preservation, and strategic financial planning.

- This role demands exceptional relationship management skills, deep expertise in financial markets, and the ability to provide customized solutions aligned with clients long-term objectives.

Key Responsibilities:

- Develop and nurture strong, long-term relationships with HNI clients, acting as their primary financial advisor.

- Provide holistic wealth management solutions across multiple asset classes, including:

- Direct equities

- Portfolio Management Services (PMS)

- Alternative Investment Funds (AIFs)

- Mutual funds & structured products

- Arbitrage opportunities & private credit

- Insurance & alternative investments

- Legacy planning & international investing

- Tax minimization strategies

- Analyze market trends and global macroeconomic developments to assess their impact on client portfolios.

- Proactively identify client needs and tailor financial solutions accordingly.

- Leverage exclusive company resources, including premium events and club memberships, to enhance client engagement.

- Demonstrate innovation in wealth management strategies to optimize client portfolios.

Qualifications & Skills:

- Proven experience in wealth management, financial advisory, or investment banking.

- Strong understanding of financial markets, investment products, and wealth management strategies.

- Exceptional interpersonal and communication skills to build and maintain client trust.

- High integrity, professionalism, and discretion in handling financial and personal matters.

- A proactive, client-centric approach to financial advisory services