InCred Wealth
Website:
incredwealth.com
Job details:
Company Description
InCred Wealth is a modern agile wealth management company dedicated to providing world-class investment services to clients in India and across the globe. The firm specializes in delivering a comprehensive suite of investment products for UHNI & HNI clients, backed by robust research, cutting-edge technology, and a team of highly skilled professionals. Their offerings include equity, fixed income, and alternative investment solutions, advanced portfolio monitoring technology, investment banking services through InCred Capital, and estate planning solutions. Operating as an AMFI-registered mutual fund distributor, InCred Wealth ensures its clients receive customized and seamless financial services.
Role Description
This is a full-time, on-site Manager role based in Coimbatore. The Manager will be responsible for overseeing client portfolios, managing investment strategies, and providing tailored financial solutions to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). Key duties involve analyzing market trends, identifying investment opportunities, collaborating with internal stakeholders, and delivering exceptional client service. The role also includes supporting the execution of financial plans and maintaining compliance with regulatory standards.
Qualifications
- Strong understanding of investment products, including equity, fixed income, and alternative investments
- Experience in portfolio management and financial strategy development
- Proficiency in financial analytics, market research, and data interpretation
- Effective communication, presentation, and client relationship management skills
- Proficiency with portfolio monitoring and financial technology platforms
- Knowledge of regulatory guidelines, with previous experience in AMFI-registered firms being a plus
- Strong leadership skills, team collaboration, and problem-solving abilities
- Bachelor’s or master’s degree in finance, economics, business administration, or a related field; MBA or relevant certification (e.g., CFA) is an advantage
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