Private Wealth Manager

Department: Private Wealth Management
Location: PAN India
Experience: 5–12 Years
Employment Type: Full-Time | Permanent
Working Days: Monday to Friday

SMC Private Wealth is the premium wealth management division of SMC Group, one of India's leading financial services groups with over three decades of market presence. We provide bespoke investment solutions to HNI and UHNI clients across PMS, AIFs, Mutual Funds, Bonds, Structured Products and other investment solutions.

We are looking for an experienced and client-focused Private Wealth Manager / Senior Wealth Manager to acquire, onboard and manage HNI/UHNI clients. The role involves relationship management, wealth advisory, business development and AUM growth.

• Acquire and onboard HNI/UHNI clients through networking, referrals, references and market outreach.

• Build and manage strong relationships with existing and prospective clients.

• Provide customized investment solutions based on client goals, risk profile and investment horizon.

• Sell and advise on PMS, AIFs, Mutual Funds, Bonds, Fixed Income, SIPs, Unlisted Shares, Equities, Commodities and Currency.

• Manage and grow client AUM, revenue and wallet share.

• Conduct regular portfolio reviews and identify cross-sell/up-sell opportunities.

• Maintain a strong business pipeline and achieve monthly/quarterly/annual targets.

• Ensure adherence to SEBI regulations, KYC requirements and internal compliance policies.

• 5–12 years of experience in Private Banking, Wealth Management, Broking or Financial Services.

• Proven experience in HNI/UHNI client acquisition and relationship management.

• Strong track record of managing and growing an AUM book of 50 Crore+.

• Experience in selling PMS, AIFs and other investment products will be highly preferred.

• Strong communication, networking, consultative selling and relationship management skills.

• Target-oriented with a strong business development mindset.

• Good knowledge of capital markets and investment products.

• Bachelor's degree in Finance, Economics, Business Administration or related field.

• MBA/PGDM in Finance preferred.

• NISM V-A / NISM XXI-A / CFP / CWM certification will be an advantage.

• AMFI ARN is desirable.

• Competitive fixed compensation + attractive performance incentives.

• Extensive investment product suite and proprietary research support.

• Professional growth and leadership opportunities.

• Training, certifications and continuous professional development.

• Opportunity to build and grow a career with SMC Private Wealth.

SMC Private Wealth | Empowering Financial Futures

Required Skills