Private Wealth Management Specialist

InCred Wealth

Role Overview InCred Wealth is a leading integrated wealth platform catering to HNI, and UHNI clients.

As a Relationship Manager, you will drive the next phase of growth by transitioning clients toward our rapidly expanding Advisory and Managed solutions, including PMS (DPMS, NDPMS) and RIA product lines.

The Challenge

• Portfolio Growth: Drive client acquisition and manage a diverse book of business across HNI and UHNI segments.

• Product Advisory: Provide expert guidance on a comprehensive suite of products including MFs, Equity, Bonds, AIF, PMS, and MLDs.

• Strategic Migration: Guide clients through the market shift toward Managed and Advisory-led investment solutions.

• Operational Synergy: Partner with the Head of Operations to ensure seamless client onboarding and execution excellence.

• Compliance Excellence: Maintain strict adherence to SEBI regulations and internal policy frameworks for all client documentation.

Minimum Requirements

• Experience: Proven track record in wealth management, specifically managing multi-asset class environments.

• Domain Expertise: Deep technical knowledge of Wealth domain products such as PMS, RIA, and specialized investment vehicles.

• Stakeholder Management: Ability to collaborate cross-functionally with Product and Fund Management teams to deliver accurate reporting.

• Attributes: High adaptability to thrive in a fast-paced, hypergrowth organization with evolving regulatory requirements.