Company Description InCred Wealth is a up-to-date, agile wealth management company focused on delivering world-class investment services and solutions to Indian clients globally, with a solid emphasis on UHNI and HNI segments. The firm offers an end-to-end product suite across equities, fixed income, alternatives, investment banking (through InCred Capital), and estate planning, all backed by rigorous research and advanced technology. Its sophisticated platform enables clients to monitor portfolios in depth, while a highly experienced team provides personalized advice and execution.

InCred Wealth

Role Description This is a full-time, on-site Wealth Manager role based in New Delhi.

The Wealth

Manager will work directly with UHNI and HNI clients to understand their financial goals, assess risk profiles, and design tailored investment and wealth management strategies. Day-to-day responsibilities include constructing and managing portfolios across asset classes, reviewing performance, rebalancing allocations, and coordinating with research and product teams to identify suitable opportunities. The role also involves explaining complex financial concepts in clear terms, preparing client proposals and reports, ensuring regulatory and internal compliance,



and maintaining long-term client relationships through regular interactions and reviews.

The Wealth

Manager will collaborate closely with colleagues across investment, estate planning, and banking solutions to deliver holistic advisory services.

Qualifications

- Candidates should possess strong Financial Planning and Insurance skills to design comprehensive, goal-based wealth plans and risk protection strategies.
- Candidates should possess Investment Management and Investments skills to construct, monitor, and optimize portfolios across equity, fixed income, and alternative products.
- Candidates should possess solid Finance skills to interpret market data, analyze products, and evaluate the impact of macroeconomic and regulatory changes on client portfolios.
- Relevant academic background such as a degree in finance, economics, business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Demonstrated experience working with high-net-worth clients, with strong communication, analytical, and relationship-management capabilities.
- Commitment to ethical practices, regulatory compliance, and confidentiality, with the ability to work collaboratively in a performance-driven environment.

📌 Wealth Manager (New Delhi)
🏢 InCred Wealth
📍 New Delhi