Wealth Manager

Ckredence Wealth Management Pvt Ltd, formerly Chirag Financial Services, is a leading wealth management firm with over ₹1,200 crores in Assets Under Management (AUM). Guided by Founder Chirag Shah and Fund Manager Kartik Mehta's 22+ years of market expertise, the firm specializes in Portfolio Management Services, Equity Investments, Mutual Funds, Bonds, Fixed Deposits, and Currency Markets. With 40+ years of experience, a team of 50+ certified financial experts, and 15,000+ family portfolios under management worldwide, Ckredence is committed to delivering personalized solutions for clients. Headquartered in Surat, the company has branches in Mumbai, Vadodara, and Pune, serving clients across India. At Ckredence, we strive to safeguard investments and nurture legacies to ensure financial growth and security.

This is a full-time, on-site role based in Malad for a Wealth Manager. The Wealth Manager will manage investment portfolios, build and maintain strong relationships with clients, and provide strategic financial advice tailored to individual client goals. Responsibilities include evaluating financial needs, identifying investment opportunities, and consistently monitoring financial markets to provide insightful recommendations. The role will encompass creating personalized financial plans, performing risk assessments, and supporting clients in achieving long-term financial objectives.

• Strong expertise in financial planning, portfolio management, and investment strategies
• Experience with equity investments, mutual funds, bonds, and fixed deposits
• Proficiency in analysis, market research, and financial forecasting
• Excellent client relationship management and communication skills
• Knowledge of regulatory compliance and SEBI guidelines
• Proficiency in financial software tools and MS Office Suite
• Bachelor's degree in Finance, Economics, Business Administration, or relevant fields; additional certifications such as CFA or CFP preferred
• Ability to work independently and collaboratively within a team environment