Company Description InCred Wealth is a modern and agile wealth management company dedicated to providing world-class investment services and solutions to Indians globally. We cater to UHNI & HNI clients with a comprehensive investment product suite backed by in-depth research, advanced technology, and delivered by a skilled and committed team. Our offerings include investment solutions across equity, fixed income, and alternatives, a sophisticated technology platform for portfolio monitoring, investment banking solutions through InCred Capital, and estate planning services. InCred Wealth & Investment Services Private Limited is an AMFI registered mutual fund distributor, with some services offered through group companies. Role Description This is a full-time on-site role for a Wealth Manager, based in Ahmedabad. The Wealth Manager will be responsible for providing financial planning, investment management, and advisory services to clients. Day-to-day tasks include developing and managing client portfolios, conducting financial analysis, preparing investment strategies, and providing guidance on financial products such as insurance. The Wealth Manager will also engage in client meetings and ensure the delivery of personalized investment services. Qualifications Skills in Financial Planning and Finance Expertise in Investment Management and Investments Knowledge of Insurance products Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work effectively on-site and collaborate with the team Relevant certifications such as CFP, CFA are an advantage Bachelor's degree in Finance, Economics, Business, or related field Show more Show less

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Wealth Manager