Company Description InCred Wealth is a modern age wealth management company that provides world-class investment services and solutions to UHNI & HNI clients globally. Their investment product suite is backed by in-depth research, technology, and a dedicated team. Services include investment solutions and portfolio management. Role Description This is a full-time on-site role for a Private Wealth Manager located in New Delhi. The Private Wealth Manager will be responsible for financial planning and investment management for high net worth individuals. Qualifications Financial Planning and Investment Management skills Strong background in Sales Excellent analytical and problem-solving skills Ability to work collaboratively in a team setting Knowledge of mutual fund, PMS, AIF, Bonds and alternate products minimum 10 years relevant work experience in the same field Experience in handling high net worth clients and managing AUM presently Interested candidates pls send your Resume at Pankaj.garg@incredwealth.com or call me at 9811857800. Regards, Pankaj Garg Show more Show less

Company Description InCred Wealth is a modern and agile wealth management company dedicated to providing world-class investment services and solutions to Indians globally. We cater to UHNI & HNI clients with a comprehensive investment product suite backed by in-depth research, advanced technology, and delivered by a skilled and committed team. Our offerings include investment solutions across equity, fixed income, and alternatives, a sophisticated technology platform for portfolio monitoring, investment banking solutions through InCred Capital, and estate planning services. InCred Wealth & Investment Services Private Limited is an AMFI registered mutual fund distributor, with some services offered through group companies. Role Description This is a full-time on-site role for a Wealth Manager, based in Ahmedabad. The Wealth Manager will be responsible for providing financial planning, investment management, and advisory services to clients. Day-to-day tasks include developing and managing client portfolios, conducting financial analysis, preparing investment strategies, and providing guidance on financial products such as insurance. The Wealth Manager will also engage in client meetings and ensure the delivery of personalized investment services. Qualifications Skills in Financial Planning and Finance Expertise in Investment Management and Investments Knowledge of Insurance products Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work effectively on-site and collaborate with the team Relevant certifications such as CFP, CFA are an advantage Bachelor's degree in Finance, Economics, Business, or related field Show more Show less

InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking and Institutional Equities Research & Broking and Wholesale Debt Market. We are looking for a HR recruiter who will have the following responsibilities: > Responsible for entire Recruitment Lifecycle in Private Banking; from sourcing to on-boarding within TAT > Work optimally with various sourcing channels: Job-boards, consultants etc for closure of all open positions > Assist the Business HR partner in HR related activities > Work closely with hiring managers and respective stakeholders to close open positions at the earliest >Follow up with the respective candidates in terms offers, joining dates and others. Ideal candidate: Source and recruit candidates using various job portals Excellent communication and interpersonal skills Experience of working in the Private Banking is an added advantage