Senior Wealth Manager-Premium Creddinv
Creddinv
Office Location
Full Time
Experience: 7 - 7 years required
Pay:
Salary Information not included
Type: Full Time
Location: Karnataka
Skills: Wealth management, Banking, Client Management, Portfolio Management, Asset Allocation, Investment Strategies, Succession Planning, Risk management, Networking, Lead Generation, financial products, Interpersonal Skills, Negotiation skills, Communication skills, Business Acumen, Financial Expertise, Philanthropic Planning, Regulatory Frameworks
About Creddinv
Job Description
Job Title: Senior Wealth Manager Premium Location: Bengaluru Experience Required: 710 years Industry: Banking / Wealth Management/ Financial Services About the Role: We are seeking a highly experienced and client-focused Senior Wealth Manager - Premium to join our Premium Wealth Management team. The ideal candidate will bring deep financial expertise, a strong background in banking, and a proven track record of managing High Net-Worth Individual (HNI) client portfolios. Key Responsibilities: Manage and grow a portfolio of HNI and Ultra HNI clients by offering personalized wealth management solutions. Build and maintain strong, long-term relationships with clients through regular reviews and proactive communication. Conduct in-depth portfolio reviews, asset allocations, and investment strategies to optimize client returns. Manage complex family wealth, including philanthropic planning, succession planning, and risk management. Drive new client acquisition through networking, referrals, and lead generation strategies. Those who worked in startup investment. Handled 30-40 Cr AUM (Assets Under Management). Qualification: Bachelor's degree in Finance, Commerce, Economics or related field. MBA/PGDM or certifications like CFP, CFA preferred. 710 years of relevant experience in wealth management, private banking, or financial advisory within the banking sector. Strong understanding of financial products, markets, and regulatory frameworks. Excellent interpersonal, negotiation, and communication skills. Target-driven with strong business acumen and ethical standards. Strong client network and ability to acquire new HNI clients. Benefits: Competitive salary and flexible working hours. Health insurance. Opportunities for professional development. Dynamic and inclusive work culture. Join our dynamic team at Creddinv Technologies as Senior Wealth Manager and shape our brand narrative through compelling investment. If you're a creative thinker with a knack for storytelling, we want to hear from you. Submit your resume and cover letter to hr@creddinv.in Note: Only Bengaluru Candidates are preferred. You are welcome to attend a direct walk-in interview with us. Please find the details below: Contact Number: 9513699801 Walk-in Address: 14th Cross Road, L-158, 5th Main Rd, Sector 6, HSR Layout, Bengaluru, Karnataka 560102, https://www.creddinv.in/ . Kindly reach out to the above number for any assistance or directions regarding the venue.,