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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:3 days ago| Platform:

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Skills Required

agile management research technology portfolio monitoring planning strategies portfolios communication analyze finance

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

InCred Wealth is a modern agile wealth management company focused on delivering world-class investment services and solutions to Indians globally. We cater to UHNI & HNI clients with an end-to-end investment product suite backed by in-depth research and advanced technology, delivered by a highly experienced and committed team. Our offerings include investment solutions across equity, fixed income, and alternatives, as well as sophisticated portfolio monitoring technology. Additionally, we provide estate planning services and investment banking solutions through InCred Capital. InCred Wealth & Investment Services Private Limited is an AMFI registered mutual fund distributor, with some services offered through group companies.

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 developing and implementing personalized financial investment strategies for UHNI & HNI clients. Daily tasks will involve managing and growing client portfolios, conducting comprehensive financial planning and estate planning, and staying informed on market trends to provide informed investment advice. The role demands regular client interactions to understand their financial goals and provide tailored solutions.

Qualifications

Skills in Financial Planning and Estate Planning
Excellent client relationship management and communication skills
Ability to analyze market trends and develop strategic investment solutions
Bachelor's or Master's degree in Finance, Economics, Business, or related field
Min experience of 10 years in wealth management or related financial services is preferred
Already managing the client's portfolio in various financial products

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Private Wealth Manager