Senior Wealth Manager/ Wealth Manager

As a Senior Wealth Manager at Creddinv Technologies, you will be a crucial member of the advisory team, responsible for managing complex client relationships, overseeing high-value portfolios, and providing strategic financial guidance. Your role will involve leading client engagements, mentoring junior team members, and contributing to the growth and development of the firm. Key Responsibilities: - Serve as the primary point of contact for a portfolio of high-net-worth clients, building long-term relationships based on trust and expertise. - Design and implement advanced financial plans, tax strategies, and estate planning solutions. - Conduct thorough portfolio reviews, asset allocations, and investment strategies to maximize client returns. - Manage complex family wealth, including philanthropic planning, succession planning, and risk management. - Mentor and guide junior wealth managers, creating a collaborative and supportive environment. - Drive business development efforts, participate in client acquisition activities, and represent the firm in industry events. Qualifications: - Bachelor's degree in Finance, Business, Economics, or a related field; Master's degree and/or CFP, CFA, CPA preferred. - Background in Wealth Management and NBFC. - Minimum of 3-5 years of experience in wealth management, financial planning, or a related field, with a successful track record of managing high-net-worth clients. - Deep understanding of investment products, estate planning, and complex financial planning. - Demonstrated leadership skills and experience in mentoring junior advisors. - High emotional intelligence, exceptional communication skills, and a strong client service orientation. Join our dynamic team at Creddinv Technologies as a Senior Wealth Manager/Wealth Manager, where you will have the opportunity to shape our brand narrative through compelling investment strategies. If you are a creative thinker with a passion for storytelling, we invite you to submit your resume and cover letter to hr@creddinv.in. Please note that competitive salary and flexible working hours, health insurance, opportunities for professional development, and a dynamic and inclusive work culture are some of the benefits offered at Creddinv Technologies. If you are interested in exploring this opportunity further, 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, https://www.creddinv.in/. Feel free to reach out to the provided number for any assistance or directions regarding the venue.,