Nuvama Wealth | Financial Planner

2 days ago

Mumbai, India Nuvama Wealth Full time
Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.

The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, asset management, institutional securities and capital market advisory, and a deep belief in the “client-first” philosophy, NWM believes in delivering best-in-class outcomes for our clients at every step of their journeyOur edge comes from our deep experience and expertise, leading research, product innovation, all supported by a robust governance framework. NWM is present across 450+ locations in India and overseas, and boasts of a 23,000+ partner network for maximum service coverage.

Role Overview:As a Financial Planner, you will be responsible for providing personalized financial advice and solutions to clients. This role requires a combination of analytical skills, market knowledge, and a strong client focus to deliver outstanding financial planning services

Key Responsibilities:Assess clients’ financial needs, goals, and risk toleranceDevelop and present comprehensive financial plans tailored to individual clients.Monitor market trends and provide timely investment recommendations.Guide clients in areas such as wealth management, insurance, retirement planning, and tax optimization.Maintain up-to-date knowledge of financial products, services, and regulatory requirements.Build and nurture strong client relationships to ensure long-term engagement.Collaborate with the team to achieve collective goals and share best practices.

Qualification:Bachelor’s or master’s degree in finance, Economics, Business, or a related field.Certification in financial planning (CFP) or progress toward one is preferred.1-2 years of relevant experience in financial advisory or planning.Strong analytical and interpersonal skills.Sound knowledge about financial markets and products such as AIF, PMS, FI, MF

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