Wealth Manager

Company Description

InCred Premier is committed to empowering affluent customers across India to achieve financial freedom through personalized financial solutions. The organization offers a broad spectrum of financial products and services, including Market Linked Debentures, Mutual Funds, Portfolio Management Services, Alternate Investment Funds, Bonds, Corporate Fixed Deposits, and Health Insurance. With a highly skilled team and an open-architecture platform, InCred Premier provides real-time insights, portfolio analysis, and tailored asset allocation recommendations. Focused on delivering exceptional customer service, the company builds long-term client relationships while guiding customers towards their financial goals. InCred Premier is an AMFI-registered mutual fund distributor, offering various services through group companies and partners.

Role Description

This is a full-time, on-site Wealth Manager role located in New Delhi. The Wealth Manager will be responsible for providing customized financial planning and investment advice to clients, assisting them in achieving their long-term financial goals. Daily responsibilities will include managing client portfolios, recommending investment products and solutions, conducting financial assessments, and building long-term relationships with clients. The role involves providing expert guidance on a wide range of financial products, including mutual funds, insurance, bonds, and alternative investments. The Wealth Manager will prioritize exceptional customer service and strategic financial planning tailored to each client's unique needs.

Qualifications

• Strong skills in Financial Planning, Finance, and Investment Management
• Experience in Investments, including mutual funds, bonds, and alternate investment products
• Knowledge and expertise in Insurance to guide clients in risk management and protection plans
• Proficient interpersonal and communication skills to build and maintain client relationships
• Ability to analyze portfolios and recommend asset allocation strategies
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field (Master’s degree preferred)
• Proficiency in financial analysis tools and software
• Relevant certifications such as CFP or CFA are an added advantage