Senior Wealth Manager-Premium

As a Senior Wealth Manager - Premium at Creddinv Technologies, your role will involve managing and growing a portfolio of High Net-Worth Individual (HNI) and Ultra HNI clients by offering personalized wealth management solutions. You will be responsible for building and maintaining strong, long-term relationships with clients through regular reviews and proactive communication. Additionally, you will conduct in-depth portfolio reviews, asset allocations, and investment strategies to optimize client returns. Managing complex family wealth, including philanthropic planning, succession planning, and risk management, will be a key part of your responsibilities. Your ability to drive new client acquisition through networking, referrals, and lead generation strategies will also be crucial in this role. Previous experience in startup investment and handling Assets Under Management (AUM) of 30-40 Cr will be an added advantage. **Qualifications:** - Bachelor's degree in Finance, Commerce, Economics, or related field. MBA/PGDM or certifications like CFP, CFA preferred. - 7-10 years of relevant experience in wealth management, private banking, or financial advisory within the banking sector. - Strong understanding of financial products, markets, and regulatory frameworks. - Excellent interpersonal, negotiation, and communication skills. - Target-driven with strong business acumen and ethical standards. - Strong client network and ability to acquire new HNI clients. Creddinv Technologies offers a dynamic and inclusive work culture with competitive salary, flexible working hours, health insurance, and opportunities for professional development. Join our team and shape our brand narrative through compelling investment strategies. If you are a creative thinker with a knack for storytelling, we encourage you to submit your resume and cover letter to hr@creddinv.in. Please note that only candidates based in Bengaluru are preferred for this position. For direct walk-in interviews, you can visit us at: Walk-in Address: 14th Cross Road, L-158, 5th Main Rd, Sector 6, HSR Layout, Bengaluru, Karnataka 560102. Contact Number: 9513699801 Feel free to reach out to the provided contact number for any assistance or directions regarding the venue.,