Wealth Relationship Manager

Nuvama Wealth

Website: nuvamawealth.com
Job details:
Company Description

Nuvama Wealth, formerly Edelweiss Wealth Management, offers a dynamic and innovative approach to wealth management. Committed to delivering personalized financial solutions, Nuvama Wealth empowers clients to achieve their financial goals through tailored strategies and unparalleled service. The company leverages its deep industry expertise, advanced technology, and client-first mindset to create meaningful and enduring value. Nuvama Wealth inspires growth, trust, and financial confidence.

Role Description

This is a full-time on-site role for a Wealth Relationship Manager located in Surat. The Wealth Relationship Manager will be responsible for acquiring and managing a portfolio of high-net-worth clients, delivering proactive investment advice, and ensuring the clients' financial planning goals are achieved. The role involves building strong client relationships, identifying opportunities for portfolio growth, developing wealth strategies, and collaborating with internal teams to deliver superior service and solutions.

Qualifications

• Client relationship management and stakeholder communication skills
• Comprehensive knowledge of financial products, investment strategies, and wealth management principles
• Strong analytical and problem-solving skills for assessing client portfolios and market trends
• Proficiency in financial planning, portfolio management, and risk assessment
• Effective negotiation and business development skills for client acquisition and retention
• Ability to work collaboratively with internal teams to meet client goals
• Relevant certifications such as CFP, CFA, or equivalent are advantageous
• Bachelor's or Master's degree in Finance, Business Administration, or a related field
• Previous experience in wealth management or financial services is highly desirable

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