Senior Wealth Manager/ Wealth Manager

As a Senior Wealth Manager at Creddinv Technologies, you will play a critical role in the advisory team by managing complex client relationships, overseeing high-value portfolios, and providing strategic financial guidance. You will lead client engagements, mentor junior team members, and contribute to the firm's growth and development. Key Responsibilities: - Serve as the primary point of contact for a portfolio of high-net-worth clients, developing long-term relationships based on trust and expertise. - Design and implement advanced financial plans, tax strategies, and estate planning solutions. - Conduct in-depth portfolio reviews, asset allocations, and investment strategies to optimize client returns. - Manage complex family wealth, including philanthropic planning, succession planning, and risk management. - Mentor and guide junior wealth managers, fostering a collaborative and supportive environment. - Drive business development efforts, participate in client acquisition activities, and represent the firm in industry events. Qualifications: - Bachelors degree in Finance, Business, Economics, or a related field; Masters degree and/or CFP, CFA, CPA preferred. - Wealth Management and NBFC Background. - Minimum of 3-5 years of experience in wealth management, financial planning, or a similar field, with a track record of success managing high-net-worth clients. - Deep understanding of investment products, estate planning, and complex financial planning. - Proven leadership skills and experience mentoring junior advisors. - High emotional intelligence, excellent communication skills, and a strong client service orientation. Join our dynamic team at Creddinv Technologies as a Senior Wealth Manager/Wealth Manager and shape our brand narrative through compelling investment. If you're a creative thinker with a knack for storytelling, we want to hear from you. Submit your resume and cover letter to hr@creddinv.in. Please note that the benefits include: - Competitive salary and flexible working hours. - Health insurance. - Opportunities for professional development. - Dynamic and inclusive work culture. You are welcome to attend a direct walk-in interview at the following location: - Contact Number: 9513699801 - Walk-in Address: 14th Cross Road, L-158, 5th Main Rd, Sector 6, HSR Layout, Bengaluru, Karnataka 560102, [Creddinv Technologies](https://www.creddinv.in/). Kindly reach out to the above number for any assistance or directions regarding the venue.,