Wealth Manager

1 week ago


Bengaluru, Karnataka, India Nuvama Wealth Full time

Job Purpose

The Wealth Manager shall be responsible for research, analysis and recommending enhancements to further develop and maintain an effective wealth management strategy. This position is responsible for managing the delivery of our wealth management segment. As we work on advisory models, the candidate shall be responsible for promoting, developing and handling client relationships related to financial planning and wealth management.

About the Role

Key Responsibilities:

  • Monitor and address HNI clients' banking and investment requirements functional responsibilities.
  • Use financial acumen and investment expertise to review a client's personal data, align clients' needs through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short-term and long-term investment goals.
  • Focus on business development across liabilities, assets & fees to sustain and achieve growth in relationship value, revenues & improved client stickiness.
  • Formulate outbound and inbound sales plans to acquire new HNI customers for increasing customer base of the portfolio.
  • Ensure need-based product approaches towards clients and regular reporting of product penetration.
  • Conduct risk profiling of all mapped clients for better advisory on investment needs.

Qualifications

We are looking for candidates with a PG - MBA/PGDM degree or any postgraduate degree in any specialization, along with at least 3 years of experience in wealth management.

NISM – VA & 8 Functional Competencies-

Required Skills

  • Ability to manage relationships to improve relationship value of existing customers.
  • Ability to build and maintain long-term relationships, deepening relationships and growing revenues.
  • Ability to provide seamless and superior service delivery, ensuring compliance with key regulatory and bank-level requirements.
  • Operational External Nature or purpose of interaction.
  • Corporate Channels AUMs

Equal Opportunity Statement

We are committed to diversity and inclusivity and welcome applications from qualified candidates who share our values.


  • Wealth Manager

    16 hours ago


    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job PurposeThe Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy. This position is responsible for managing the delivery of our wealth management segment. As the Company works on Advisory Model, the candidate shall be responsible for the Promotion,...

  • Wealth Manager

    4 weeks ago


    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job Purpose The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy. This position is responsible for managing the delivery of our wealth management segment. As the Company works on Advisory Model, the candidate shall be responsible for the Promotion,...

  • Wealth Manager

    3 weeks ago


    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job Purpose The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy. This position is responsible for managing the delivery of our wealth management segment. As the Company works on Advisory Model, the candidate shall be responsible for the Promotion,...


  • Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job PurposeThe Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy.This position is responsible for managing the delivery of our wealth management segment. As the Company works on Advisory Model, the candidate shall be responsible for the Promotion,...


  • Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job SummaryWe are looking for a highly motivated and experienced Wealth Manager to join our team. The successful candidate will be responsible for managing client relationships, developing and implementing wealth management strategies, and driving business growth.Key Accountabilities- Manage client relationships and provide exceptional service- Develop and...


  • Bengaluru, Karnataka, India Antal International Full time

    Senior Wealth Manager We are seeking an experienced and skilled Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the wealth of High Net Worth Individuals (HNIs) across various asset classes. About Us Our company is a leading mid-market investment bank with strong practices around M&A, PE, Capital...


  • Bengaluru, Karnataka, India Antal International Full time

    Wealth Manager / Sr. Wealth ManagerLocations - Hyderabad, Bengaluru, Chennai, Coimbatore, Delhi, MumbaiCompanyA leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The wealth management arm of the Company, is an investment...


  • Bengaluru, Karnataka, India Prosperr Full time

    Job DescriptionAbout the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation...


  • Bengaluru, Karnataka, India Prosperr Full time

    About the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    Job DescriptionJob DescriptionAbout Goldman SachsThe Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is...


  • Bengaluru, Karnataka, India Nuvama Wealth Full time

    Company OverviewNuvama Wealth is a leading provider of wealth management services. We are committed to delivering exceptional client experiences and providing innovative solutions to help our clients achieve their financial goals.Job DescriptionWe are seeking a skilled and experienced Wealth Manager to join our team. The successful candidate will be...


  • Bengaluru, Karnataka, India Stockal Full time

    Who are we?. Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. With Stockal, you can open and manage overseas investment accounts digitally and affordably. Our data-driven platform empowers you to make smarter investment...


  • Bengaluru, Karnataka, India Stockal Full time

    Who are we?. Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. With Stockal, you can open and manage overseas investment accounts digitally and affordably. Our data-driven platform empowers you to make smarter investment...


  • Bengaluru, Karnataka, India Workassist Full time

    Job DescriptionWork Level: IndividualCore: Result DrivenLeadership: Building Work RelationshipsRole: Relationship ManagerIndustry Type: BankingFunction: BFSI, Investments & Trading - OKey Skills: Wealth Management, HNI, Retail Liabilities, Branch Banking, TPPEducation: GraduateNote: This is a requirement for one of the Workassist Hiring PartnerPrimary...


  • Bengaluru, Karnataka, India Waytogo Consultants Full time

    Company OverviewWaytogo Consultants is a dynamic and innovative consulting firm that delivers exceptional value to its clients.We are seeking an experienced Strategic Wealth Manager to join our team in delivering high-quality services to our esteemed clients.


  • Bengaluru, Karnataka, India Oister Global Full time

    We're looking for a top-performing sales professional to join our team at Oister Global.The successful candidate will be responsible for driving our sales efforts through channel partners, in the HNI and Ultra HNI network, and helping our investors augment their portfolios with high-quality risk-adjusted private market opportunities.About the Job:Build key...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    Job DescriptionJob DescriptionWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    Job DescriptionJob DescriptionWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth...


  • Bengaluru, Karnataka, India Waytogo Consultants Full time

    Job PurposeTo deliver exceptional volume and revenue performance by acquiring and engaging with Wealth Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business developmentJob...


  • Bengaluru, Karnataka, India Waytogo Consultants Full time

    Job DescriptionJob PurposeTo deliver exceptional volume and revenue performance by acquiring and engaging with Wealth Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business...