Wealth Manager
5 days ago
Job Description Company Description Navya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutionscrafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At Navya Nexus, we bridge the gap between HR expertise, recruitment excellence, and digital growth to empower both individuals and businesses. Our team of passionate professionals is committed to delivering impact-driven, customized, and measurable solutions that fuel your success. Role Description This is a full-time, on-site role for a Wealth Manager located in Kolkata. The Wealth Manager will be responsible for managing a portfolio of high-net-worth individuals, providing financial planning, investment management, and personalized wealth management solutions. The role involves identifying clients financial goals, developing tailored investment strategies, and continuously monitoring and adjusting portfolios to ensure clients objectives are met. Additionally, the Wealth Manager will be expected to stay updated on market trends, provide regular reports to clients, and maintain strong client relationships. Qualifications - Financial Planning, Investment Management, and Wealth Management skills - Experience in developing personalized investment strategies and advising clients - Strong analytical skills and the ability to interpret market trends - Excellent communication and interpersonal skills - Professional certifications such as CFA, CFP, or equivalent are advantageous - Bachelor's degree in Finance, Economics, Business, or related field - Proven experience as a Wealth Manager or similar role
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Wealth Manager
2 weeks ago
india Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
2 weeks ago
Ahmedabad, Gujarat, India, Gujarat Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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Content Writer
1 week ago
Mumbai, India Nuvama Wealth Full timeJob Description Overview: We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and...
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▷ (Apply in 3 Minutes) Wealth Manager
2 weeks ago
Ahmedabad, India Nuvama Wealth Full timeJob Description Wealth Manager | Partner Business Job Overview We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger. Locations:...
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Content Writer
4 weeks ago
Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full timeOverview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
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Bengaluru, India Wealth Manager Full timeJob Description NOTE - to be considered for this role you must submit a short Instagram reel about financial markets to [Confidential Information]. Without this, your application will not be considered. Duration: 2-6 months Start Date: As soon as possible Key Responsibilities: Content Creation (70%) - Research and develop Social media content for an AI /...
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Wealth Manager
4 days ago
Kolkata, West Bengal, India Navya Nexus Pvt Ltd Full time ₹ 5,00,000 - ₹ 25,00,000 per yearCompany DescriptionNavya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutions—crafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At Navya Nexus, we...
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Wealth Manager
6 days ago
Kolkata, West Bengal, India SMIFS LIMITED Full time ₹ 5,00,000 - ₹ 20,00,000 per yearCompany DescriptionSMIFS Limited, established in 1993, is a prominent financial services provider offering a wide range of services including Brokerage (Equity, Commodity, Currency), Portfolio Management, Research & Advisory, Investment Banking, and Distribution (Mutual Fund, IPO's, FPO's). Under the leadership of Mr. Ajay Kayan and Mr. Utsav Parekh, and...
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Wealth Manager
2 days ago
Kolkata, West Bengal, India SMIFS LIMITED Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionSMIFS Limited, with a legacy since 1993, offers a comprehensive range of Financial Services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, Depository & Repository, and Distribution (Mutual Fund, IPOs, FPOs). Our strength lies in our Research & Advisory Services,...
