Wealth Manager

InCred Wealth is a modern and agile wealth management company dedicated to offering world-class investment services and solutions to clients globally. Our team of experienced professionals provides a comprehensive investment product suite supported by in-depth research and cutting-edge technology. We cater to Ultra-High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI), delivering exceptional service across equity, fixed income, alternatives, portfolio monitoring, investment banking, and estate planning. InCred Wealth & Investment Services Private Limited is an AMFI-registered mutual fund distributor. As a Wealth Manager at InCred Wealth, located in Ahmedabad, your primary responsibility will be to develop and manage investment strategies for clients, conduct financial planning, and deliver investment management services. Your daily tasks will include portfolio monitoring, providing investment advice, nurturing client relationships, and ensuring clients achieve their financial objectives through efficient investment practices. Key Responsibilities: - Create and manage investment strategies for clients - Conduct financial planning and provide investment management services - Monitor client portfolios and offer investment advice - Build and maintain strong client relationships - Assist clients in meeting their financial goals through effective investment practices Qualifications: - Possess Financial Planning and Insurance skills - Demonstrate expertise in Investment Management, Investments, and Finance - Strong analytical and problem-solving abilities - Excellent communication and interpersonal skills - Ability to work independently and collaboratively in a team - Hold a Bachelor's degree in Finance, Economics, or a related field; CFP or CFA certification is advantageous - Prior experience in wealth management or a related field is preferred InCred Wealth is a modern and agile wealth management company dedicated to offering world-class investment services and solutions to clients globally. Our team of experienced professionals provides a comprehensive investment product suite supported by in-depth research and cutting-edge technology. We cater to Ultra-High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI), delivering exceptional service across equity, fixed income, alternatives, portfolio monitoring, investment banking, and estate planning. InCred Wealth & Investment Services Private Limited is an AMFI-registered mutual fund distributor. As a Wealth Manager at InCred Wealth, located in Ahmedabad, your primary responsibility will be to develop and manage investment strategies for clients, conduct financial planning, and deliver investment management services. Your daily tasks will include portfolio monitoring, providing investment advice, nurturing client relationships, and ensuring clients achieve their financial objectives through efficient investment practices. Key Responsibilities: - Create and manage investment strategies for clients - Conduct financial planning and provide investment management services - Monitor client portfolios and offer investment advice - Build and maintain strong client relationships - Assist clients in meeting their financial goals through effective investment practices Qualifications: - Possess Financial Planning and Insurance skills - Demonstrate expertise in Investment Management, Investments, and Finance - Strong analytical and problem-solving abilities - Excellent communication and interpersonal skills - Ability to work independently and collaboratively in a team - Hold a Bachelor's degree in Finance, Economics, or a related field; CFP or CFA certification is advantageous - Prior experience in wealth management or a related field is preferred