Nuvama Wealth
Website:
nuvamawealth.com
Job details:
Company Description Nuvama Wealth, formerly known as Edelweiss Wealth Management, offers a modern and holistic approach to wealth creation and preservation. The firm focuses on providing clients with tailored financial solutions and a refreshed perspective on managing wealth. With a strong legacy and redefined brand identity, Nuvama Wealth combines innovation with robust financial expertise. Prospective team members can expect a professional environment that values client-centric service, ethical practices, and long-term relationship building.
Role Description The Wealth Manager is a full-time, on-site role based in Bengaluru, responsible for managing and growing a portfolio of high-net-worth and affluent clients. Day-to-day activities include assessing client financial goals, designing customized financial plans, and recommending appropriate investment and insurance solutions. The role involves conducting regular portfolio reviews, monitoring market developments, and adjusting strategies to align with clients’ changing needs and risk profiles. The Wealth Manager will collaborate with internal product and research teams, ensure compliance with regulatory requirements, and proactively identify opportunities for cross-selling and upselling relevant wealth management services. Building trust-based relationships through clear communication, timely advice, and consistent follow-up is central to success in this position.
Qualifications
- Candidates should possess strong skills in Financial Planning to analyze client goals, cash flows, and risk tolerance, and to develop comprehensive, long-term strategies.
- Candidates should possess skills in Investment Management and Investments to construct, monitor, and rebalance diversified portfolios aligned with market conditions and client objectives.
- Candidates should possess solid knowledge of Finance to interpret financial data, understand products across asset classes, and evaluate risk-reward trade-offs.
- Candidates should possess familiarity with Insurance solutions to integrate risk protection and estate planning into overall wealth strategies.
- Relevant qualifications such as a bachelor’s degree in finance, economics, business, or a related field; professional certifications (e.g., CFP, CFA, or equivalent) are preferred.
- Demonstrated experience in wealth management or financial advisory, strong analytical and numerical skills, and proficiency with financial planning tools and CRM systems.
- Excellent communication and interpersonal abilities, a client-centric mindset, high ethical standards, and the capacity to work effectively in a fast-paced, target-driven environment.
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