InCred Wealth
Website:
incredwealth.com
Job details:
Company Description
InCred Wealth is a modern and agile wealth management company dedicated to providing world-class investment services to Indians globally. We cater to UHNI and HNI clients with a comprehensive suite of investment products supported by in-depth research, cutting-edge technology, and an experienced team. Our offerings include equity, fixed income, and alternative investment solutions, alongside advanced portfolio monitoring, investment banking services through InCred Capital, and estate planning. As an AMFI registered mutual fund distributor, InCred Wealth is committed to delivering tailored and innovative wealth solutions.
Role Description
This is a full-time on-site role for a Manager, based in Coimbatore. The Manager will oversee investment portfolios, develop client relationships, and provide tailored financial advisory services. Key responsibilities include portfolio analysis, client portfolio performance reviews, preparing and presenting investment strategies, and collaborating with internal teams to deliver a seamless client experience. The Manager will ensure compliance with financial regulations and company standards while working towards achieving client objectives.
Qualifications
- Strong knowledge of investment products including equity, fixed income, and alternatives
- Experience in portfolio analysis, financial planning, and providing customized wealth management solutions
- Strong client relationship management and communication skills
- Analytical mindset with the ability to derive insights from comprehensive financial data
- Knowledge of financial regulations and compliance standards
- Proficiency in using technology platforms for portfolio monitoring and reporting
- Bachelor’s degree in Finance, Economics, or a relevant field; MBA or CFA certification is a plus
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