Wealth Management Professional

2 weeks ago

Surat India InCred Premier Full time

Job Description

Company Description

InCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services designed to grow and protect wealth, with a personalized approach to each individual's financial goals. Our offerings include Market Linked Debentures (MLDs), Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Bonds, Corporate Fixed Deposits (CFDs), 54 EC Bonds, Sovereign Gold Bonds, and Health Insurance. Our platform, designed with open architecture, provides real-time insights, portfolio analysis, and asset allocation recommendations. We are committed to building long-term relationships with our clients, helping them achieve their financial goals and secure a brighter future.

Role Description

This is a full-time, on-site role for a Wealth Management Professional, based in Surat. The Wealth Management Professional will be responsible for financial planning, providing investment management services, managing client investments, and offering advice on finance and insurance. Day-to-day tasks will include creating and implementing financial strategies tailored to client needs, monitoring client portfolios, conducting financial reviews, and guiding clients through complex financial decisions.

Qualifications

- Financial Planning and Investment Management skills
- Expertise in Investments and Finance
- Experience in Insurance
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively in a team environment
- Bachelor's degree in Finance, Economics, or a related field
- Relevant certifications such as CFA, CFP, or equivalent are a plus

  • Wealth Manager

    4 weeks ago

    Chennai, India Unified Vision Wealth Full time

    Job Description Company Description Unified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong...

  • Wealth Manager

    3 days ago

    india Nuvama Wealth Full time

    Wealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    3 days ago

    Ahmedabad, Gujarat, India, Gujarat Nuvama Wealth Full time

    Wealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...

  • Relationship Manager

    2 weeks ago

    Surat, India KV Wealth Full time

    Job Description Company Description At KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients quality of life and provide actionable solutions. Our team is...

  • ▷ (Apply in 3 Minutes) Wealth Manager

    24 hours ago

    Ahmedabad, India Nuvama Wealth Full time

    Job Description Wealth Manager | Partner Business Job Overview We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger. Locations:...

  • Content Writer

    2 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    2 weeks ago

    Mumbai, Maharashtra, India, Maharashtra SMIFS Wealth Management Ltd Full time

    Position: AVP/Senior Wealth Advisor – HNI/UHNI Segment Location: Mumbai, India Experience: 3–15 years in Wealth/Private Banking/Investment Advisory CTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management...

  • Wealth Manager

    2 weeks ago

    Surat, India RISHI JOBS Full time

    Profile: Wealth Manager Experience: 03 - 05 years Salary: 10 lpa - 12 lpa About the Role: We are looking for an experienced Wealth Manager who can help high-net-worth clients (HNIs) invest and grow their money smartly and safely. This role is for someone who understands investment products like Mutual Funds, PMS (Portfolio Management Services),...

  • Wealth Manager

    4 weeks ago

    Bengaluru, India Recex.co Full time

    Job Description Key Responsibilities Develop, implement, and monitor comprehensive financial plans based on clients short- and long-term goals. Manage and optimize client investment portfolios in line with risk tolerance, market trends, and financial objectives. Provide expert guidance on tax-efficient investment strategies, estate planning, and wealth...