Senior Wealth Manager-Premium

Job Title : Senior Wealth Manager – Premium

Location : Bengaluru

Experience Required : 7–10 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 :

Benefits :

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.