Wealth Manager

Company Description Nuvama Wealth, formerly Edelweiss Wealth Management, offers a refreshed and modern perspective on wealth creation and preservation. The firm focuses on delivering sophisticated, client-centric wealth solutions across investments, financial planning, and advisory services. With a strong legacy and reimagined brand identity, Nuvama Wealth aims to combine innovation with trusted expertise. Team members join a dynamic environment that values integrity, performance, and long-term client relationships.
Role Description The Wealth Manager role at Nuvama Wealth is a full-time, on-site position based in Mumbai. The role involves managing and growing a portfolio of clients by providing comprehensive wealth management solutions, including financial planning, investment advisory, and insurance recommendations. Day-to-day responsibilities include assessing client needs, developing tailored investment strategies, monitoring portfolio performance, and conducting regular review meetings. The Wealth Manager will collaborate with internal product and research teams to deliver informed, timely advice and ensure alignment with clients’ long-term financial goals. The role also includes prospecting new clients, maintaining detailed documentation, and adhering to regulatory and compliance standards.
Qualifications
Strong expertise in Financial Planning and Finance to assess client needs and design holistic wealth strategies.
Proficiency in Investment Management and Investments to construct, monitor, and rebalance client portfolios.
Knowledge of Insurance products to integrate risk management solutions into overall financial plans.
Excellent communication, presentation, and client relationship management skills.
Ability to work with high-net-worth and emerging affluent clients with professionalism and discretion.
Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, CFA, NISM) are an advantage.
Strong analytical skills, attention to detail, and familiarity with financial markets and regulatory requirements.
Proven track record in sales or client advisory roles within financial services is preferred.

Work arrangement
No