Ckredence Wealth
Website:
ckredencewealth.com
Job details:
Company Description
Ckredence Wealth, formerly Chirag Financial Services, has grown into a leading wealth management firm with over ₹1,200 crores in assets under management (AUM). Backed by 40+ years of experience, the team manages 15,000+ family portfolios globally with the expertise of industry leaders including Founder Chirag Shah and Fund Manager Kartik Mehta. The firm specializes in SEBI-registered portfolio management services, equity investments, mutual funds, bonds, fixed deposits, and currency markets. With offices in Surat, Mumbai, and Vadodara, Ckredence serves clients across India, nurturing investment legacies with dedication and responsibility.
Role Description
This is a full-time, on-site role for a Wealth Manager based in Malad. The Wealth Manager will be responsible for managing client portfolios, developing personalized investment strategies, and providing financial advice. Duties include building and maintaining client relationships, conducting market research, monitoring financial trends, and ensuring alignment with clients' financial goals. Additional responsibilities include generating reports, maintaining compliance with regulatory standards, and collaborating with internal teams to deliver exceptional client service.
Qualifications
- Financial Management, Wealth Planning, and Investment Portfolio Management skills
- Deep knowledge of SEBI regulations, financial markets, equity investments, mutual funds, and fixed income products
- Strong analytical skills, critical thinking, and decision-making capabilities
- Excellent client relationship management and communication skills
- Proficiency in financial tools and software
- Commitment to confidentiality, accuracy, and ethical financial practices
- Relevant certifications such as CFP, CFA, or equivalent will be advantageous
- Bachelor’s degree in Finance, Economics, Business Administration, or related field
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