Private Wealth Management Specialist

Company Description InCred Capital is a diversified financial services platform operating across investment banking, capital markets, wealth management, asset management, and equity research & broking. The organization serves a wide range of individual and institutional clients with integrated solutions designed to support long-term financial goals. As a holding entity, InCred Capital oversees multiple regulated businesses that comply with applicable SEBI requirements. Prospective team members join a professional environment focused on innovation, disciplined risk management, and client-centric service.

Role Description This is a full-time, on-site Private Wealth Management Specialist role based in Bengaluru. The specialist will work directly with clients to understand their financial objectives, assess risk profiles, and design tailored wealth management strategies. Daily responsibilities include building and managing investment portfolios, conducting market and product research, and monitoring performance to ensure alignment with client goals. The role involves preparing financial plans and reports, recommending suitable investment products, and coordinating with internal investment and research teams. The specialist will also maintain regular communication with clients, address queries, support business development activities, and ensure compliance with regulatory and internal policies.

Qualifications

• Strong foundation in Finance and Investment Management, with the ability to apply market insights to client portfolios.
• Proficiency in Financial Planning, including goal-based planning, asset allocation, and risk assessment.
• Robust Analytical Skills to interpret financial data, evaluate investment options, and make informed recommendations.
• Effective Communication skills to explain complex financial concepts clearly and build long-term client relationships.
• Bachelor's degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFA, CFP, NISM) are an advantage.
• Experience in wealth management, private banking, or investment advisory preferred, with familiarity with SEBI regulations.
• High level of integrity, attention to detail, and ability to work collaboratively in a fast-paced, client-focused environment.