Senior Wealth Manager

2 weeks ago

Mumbai, India Nuvama Wealth Full time

About Nuvama: 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 journey. 'Nu" stands for new 'Vama' stands for wealth and prosperity in Sanskrit; and Nuvama is a unique word and an embodiment of the fresh new perspective that we bring to creating and managing our clients' wealth. Our 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. Job Description: We are seeking experienced and client-focused Wealth Managers to join our Wealth Management team. The ideal candidate will be responsible for managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients, understanding their financial goals, and providing customized investment and banking solutions. As a Wealth Manager, you will play a key role in driving portfolio growth, delivering strategic financial advice, and ensuring exceptional client service. Locations: Pune & Mumbai Functional Responsibilities: - Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. - Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings. - Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients' financial goals. - Drive business development through client referrals and proactive outreach, consistently achieving assigned targets. - Provide end-to-end financial planning services, encompassing retirement planning, tax planning, goal-based investing, and estate planning. - Ensure strict adherence to compliance, regulatory frameworks, and internal guidelines. Qualifications: - Bachelor's/ Master's degree in Finance, Economics, Business Administration, or a related discipline. Candidate Requirements: - Proven experience in wealth management, private banking, or financial advisory, with a focus on managing HNI/UHNI clientele. - In-depth understanding of financial products, market trends, and portfolio management strategies. - Strong interpersonal skills with the ability to engage high-value clients effectively. - Demonstrated ability to analyze client needs and provide timely, tailored investment solutions.

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