Personal Wealth Strategist

Company DescriptionInCred 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...

OverviewAs a business strategist, you will be responsible for leading the development of our wealth management portfolio. This includes analyzing market trends, identifying opportunities for growth, and implementing strategies to drive revenue.ResponsibilitiesLead the team in developing and executing business plans to grow our wealth management...

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure...

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

Job Title: Private Wealth ManagerDescription:To build and maintain strong, long-lasting relationships with high-net-worth individuals to understand their financial goals and objectives.Deliver personalized financial advice and wealth management solutions tailored to clients' needs and risk appetite.Conduct regular portfolio reviews and performance updates...

Job Title: Regional Growth Strategist"> As a Regional Growth Strategist, you will play a pivotal leadership role in driving the growth and performance of your assigned region. You will be responsible for generating revenue, expanding our client base, ensuring compliance, and fostering the development of your team."> ">Generate revenue through...

Job Overview:We are seeking a seasoned Business Growth Strategist to join our expanding platform at the intersection of wealth management, private markets, and innovation.The ideal candidate will have experience in financial services (wealth management, banking, or investments) and be passionate about building strong partnerships with wealth managers, IFAs &...

Job TitleWealth Management SpecialistAbout the JobThis role involves building and nurturing strong, long-lasting relationships with high-net-worth clients to provide expert financial advice and personalized wealth management solutions.Key ResponsibilitiesDevelop and implement customized investment strategies to meet clients' needs and goals.Stay up-to-date...

Position: Wealth OfficerSales Location: Ahmedabad Employment Type: Full Time Reports To: ManagerAbout the Company:-Ocean Finvest India Private Limited, a reputable AMFI and SEBI-registered financial advisory firm committed to providing cutting-edge wealth management and financial solutions. Since our founding in 2014, we have managed portfolios with an...