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InCred Wealth
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Private Wealth Manager

Private Wealth Manager

InCred Wealth

10 years

0 Lacs

New Delhi Delhi India

Posted:2 months ago| Platform:

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Skills Required

management research technology portfolio planning

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description InCred Wealth is a modern age wealth management company that provides world-class investment services and solutions to UHNI & HNI clients globally. Their investment product suite is backed by in-depth research, technology, and a dedicated team. Services include investment solutions and portfolio management. Role Description This is a full-time on-site role for a Private Wealth Manager located in New Delhi. The Private Wealth Manager will be responsible for financial planning and investment management for high net worth individuals. Qualifications Financial Planning and Investment Management skills Strong background in Sales Excellent analytical and problem-solving skills Ability to work collaboratively in a team setting Knowledge of mutual fund, PMS, AIF, Bonds and alternate products minimum 10 years relevant work experience in the same field Experience in handling high net worth clients and managing AUM presently Interested candidates pls send your Resume at Pankaj.garg@incredwealth.com or call me at 9811857800. Regards, Pankaj Garg Show more Show less

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Private Wealth Manager