Private Wealth Manager

Company Description

InCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment solutions across equity, fixed income, and alternatives, a sophisticated technology platform for portfolio monitoring, investment banking solutions via InCred Capital, and estate planning services. InCred Wealth & Investment Services Private Limited is an AMFI registered mutual fund distributor, offering select services 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 managing client portfolios, providing financial planning and estate planning services, and creating customized investment strategies. The role involves identifying client needs, conducting in-depth financial analyses, and working closely with clients to achieve their financial goals. The successful candidate will ensure client satisfaction through regular communication and review of investment performance.

Qualifications

• Min 10 years work experience in managing portfolio of the clients across Mutual Funds, PMS, AIF and all other third party products
• Handling Min book of 100cr across all trail giving AUM
• Strong analytical and research abilities
• Excellent communication and relationship management skills
• Ability to work effectively as part of a team and independently
• Experience in wealth management or related fields is preferred
• Bachelor's or Master's degree in Finance, Economics, or a related field