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

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

Smifs LimitedMumbai, India
30+ days ago
Job description

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.

    • (ref : iimjobs.com)

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