Senior Wealth Manager

As a Senior Wealth Manager at InCred Premier, you will play a crucial role in assisting affluent clients across India in attaining financial freedom. Your primary responsibilities will include engaging in financial planning, investment management, and insurance activities to support clients in securing their financial future and realizing their unique goals. To excel in this role, you should possess a strong foundation in financial planning and investment management, along with hands-on experience in investments and finance. Knowledge of insurance products will be essential to provide comprehensive financial solutions to clients. Possessing certifications such as CFP, CFA, or an MBA in Finance will be advantageous. Your success in this position will be driven by your exceptional analytical and problem-solving abilities, coupled with excellent communication skills and a talent for building and maintaining client relationships. You should be comfortable working both independently and collaboratively as part of a team to deliver personalized financial solutions tailored to each client's needs.,