Wealth Manager

3 weeks ago

Ahmedabad, India InCred Wealth Full time

Company Description

InCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite powered by in-depth research and advanced technology, delivered by an experienced and committed team. Our services include investment solutions across equity, fixed income, and alternatives, along with estate planning and investment banking solutions through InCred Capital. InCred Wealth & Investment Services Private Limited is an AMFI registered mutual fund distributor.

Role Description

This is a full-time on-site role for a Wealth Manager located in Ahmedabad. The Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, providing investment advice, and conducting financial analyses. The role also includes client relationship management, ensuring satisfaction with our services, and working closely with other financial professionals to offer comprehensive solutions.

Qualifications

  • Financial Planning skills and experience
  • Investment Management skills
  • Detailed understanding of Investments and Finance
  • Knowledge of Insurance products and solutions
  • Excellent interpersonal and communication skills
  • Ability to work effectively in a team and client-focused environment
  • Certification or credentials in financial planning, investment management, or related fields
  • Experience in wealth management or personal financial advisory roles is beneficial

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