Senior Wealth Manager/Wealth Manager

7 days ago

Bengaluru, India Creddinv Technologies Pvt Ltd Full time

Position Summary :

We are looking for an experienced Senior Wealth Manager to play a critical role in our advisory team. This role involves managing complex client relationships, overseeing high-value portfolios, and providing strategic financial guidance. The Senior Wealth Manager 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 :

  • Bachelor’s degree in Finance, Business, Economics, or a related field; Master’s degree and/or CFP, CFA, CPA preferred.
  • Wealth Management and NBFC Background.
  • Minimum of 5-7 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.
  • Looking for an Immediate Joiner.


Benefits:

●      Competitive salary and flexible working hours.

●      Health insurance.

●      Opportunities for professional development.

●      Dynamic and inclusive work culture.

 

Join our dynamic team at Creddinv Technologies as 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

 

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