
Apply in 3 Minutes Senior Wealth Manager
9 hours ago
Job Description
Company Description
Nuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory, portfolio management, and cutting-edge digital platforms. Backed by robust research and a nationwide presence, Nuvama Wealth continues to redefine excellence in wealth creation and financial planning.
Role Description
This is a full-time on-site role for a Senior Wealth Manager at Nuvama Wealth located in Bengaluru. The Senior Wealth Manager will be responsible for financial planning, investment management, investment and finance.
Qualifications
- Financial Planning and Investment Management skills
- Knowledge of Investments and Finance
- Experience in Insurance
- Excellent analytical and problem-solving skills
- Strong communication and client relationship management skills
- Certifications such as CFP, CFA, or MBA in Finance are a plus
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