Wealth Manager

4 days ago

Chennai, Tamil Nadu, India InCred Premier Full time US$ 40,00,000 - US$ 90,00,000 per year

Company Description

InCred Premier is committed to empowering affluent customers across India to achieve financial freedom by offering a diverse range of financial products and services. Our approach centers on personalized solutions tailored to meet each individual's unique financial goals and needs. With offerings such as Market Linked Debentures (MLDs), Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), and comprehensive insurance options, we guide clients toward achieving their aspirations. Our user-friendly platform leverages open architecture, providing real-time insights, portfolio analysis, and asset allocation recommendations for informed investment decisions. At InCred Premier, we are dedicated to building lasting relationships, delivering exceptional customer service, and securing a brighter future for our clients.

Role Description

This is a full-time on-site role for a Wealth Manager based in Chennai. The Wealth Manager will work closely with clients to create tailored financial plans, provide investment advice, and offer comprehensive wealth and portfolio management services. Key responsibilities include assessing customer financial needs, recommending suitable financial products, monitoring client portfolios, and helping clients achieve their financial goals while maintaining the highest standards of compliance and profitability.

Qualifications

  • Expertise in Financial Planning and Insurance to guide clients in achieving long-term financial security
  • Strong knowledge and hands-on experience in Investment Management and Investments
  • Comprehensive understanding of Finance and its application in wealth creation and preservation
  • Excellent communication, relationship-building, and client-focused advisory skills
  • Proficiency in analyzing portfolios and providing data-driven financial insights
  • Relevant certifications or qualifications in finance, investment, or wealth management (e.g., NISM, PMS, IRDA and CFP or CFA) are an advantage
  • Ability to work effectively in an on-site setting while collaborating with a professional team

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