Mid & Senior Level - Products and Research Manager

Job Description

Company Description Kredere Wealth Partner is a boutique wealth management firm founded by professionals with over 50 years of combined experience. The firm focuses on Wealth Advisory and Management, emphasizing open architecture, transparency, integrity, and commitment. Kredere Wealth Partner collaborates with leading global specialists to offer tailored solutions in Investment Advisory, Family Advisory, Succession Planning, Real Estate Advisory, Legal and Tax Advisory, Corporate Advisory, Debt Syndication, and Consolidated Portfolio Reporting. Role Description This is a full-time on-site role for an Executive - Products and Research, based in Mumbai. The Executive will be responsible for conducting in-depth research on various investment products, developing comprehensive product reports, and supporting the advisory team with insightful market analysis. The role also entails staying updated with market trends, evaluating the performance of current products, and assisting in client presentations and portfolio reviews. Qualifications Strong analytical skills and ability to conduct thorough market research Proficiency in creating detailed product reports and investment analyses Knowledge of various investment products and market trends Excellent verbal and written communication skills for client interactions and presentations Ability to work independently and collaboratively within a team Experience in wealth management or financial services is a plus Bachelor's degree in Finance, Economics, Business, or a related field Show more Show less