InCred Wealth
Website:
incredwealth.com
Job details:
Company Description
InCred Wealth is a modern, agile wealth management company committed to delivering world-class investment services to Ultra High Net-Worth Individuals (UHNI) and High Net-Worth Individuals (HNI) globally. Our comprehensive investment product suite spans across equities, fixed income, alternatives, investment banking solutions, and estate planning services. Backed by in-depth research and cutting-edge technology, our solutions provide seamless portfolio management and financial services. InCred Wealth & Investment Services Private Limited is AMFI-registered, with additional services offered through its group companies.
Role Description
As a Private Wealth Manager with InCred Wealth, you will manage and enhance wealth portfolios for UHNI and HNI clients while providing tailored financial planning and investment strategies. You will analyze market trends, advise clients on estate planning, and create customized solutions that meet their current and future financial objectives. This is a full-time, on-site position located in New Delhi and involves building strong client relationships and ensuring exemplary service standards.
Qualifications
- Expertise in Financial Planning and Estate Planning to advise clients on personal and family wealth goals
- Proficiency in Investment Management to evaluate, design, and manage client portfolios
- Strong understanding of Finance principles and market trends
- Excellent interpersonal and communication skills to build and maintain client relationships
- Analytical thinking and problem-solving skills
- Relevant bachelor's or master’s degree in marketing, finance, business, economics, or related fields
- Proven record of managing relationships with high-net-worth clients
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