InCred Wealth
Website:
incredwealth.com
Job details:
Company Description
InCred Wealth is a modern and agile wealth management company committed to providing world-class investment services and solutions to global Indian investors. Catering to UHNI (Ultra High Net Worth Individuals) and HNI (High Net Worth Individuals) clients, the company offers a comprehensive range of investment solutions backed by deep research, advanced technology, and a dedicated team of experts. Services include diversified investment options in equity, fixed income, and alternatives, a state-of-the-art portfolio monitoring platform, estate planning, and access to investment banking solutions through InCred Capital. InCred Wealth & Investment Services Private Limited is an AMFI registered mutual fund distributor, with select services offered by affiliated group companies.
Role Description
This is a full-time on-site role for a Private Banker based in Mumbai. The Private Banker will be responsible for building and managing client relationships with UHNI and HNI clients, understanding their financial goals, and providing tailor-made investment and wealth management solutions. The role involves advising on asset allocation, conducting financial planning, managing investment portfolios, and collaborating with internal teams to deliver holistic financial services. The successful candidate will also focus on business development while ensuring the highest standards of professionalism and client satisfaction.
Qualifications
- Proficiency in Financial Planning and crafting personalized strategies to address client financial goals
- Strong understanding of Finance, Investments, and asset classes including equity, fixed income, and alternatives
- Experience or expertise in Private Banking and Asset Allocation to drive optimal portfolio performance
- Excellent interpersonal and relationship management skills
- Strong analytical, problem-solving, and decision-making capabilities
- Knowledge of investment products, regulatory compliance, and financial market trends
- Bachelor’s or Advanced degree in Finance, Economics, Business, or a related field
- Professional certifications such as CFA, CFP, or similar are an advantage
- Experience in delivering client-centered solutions within the wealth management space
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