Senior Wealth Manager

2 hours ago


Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Company Description

We suggest you enter details here.

Role Description

This is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating financial assets, advising on insurance solutions, and conducting in-depth market analysis to optimize client wealth.

Qualifications

  • Financial Planning and Finance skills
  • Investment Management and Investments skills
  • Knowledge of Insurance solutions
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Experience in wealth management or a related field is a plus
  • Bachelor's degree in Finance, Economics, Business, or a related discipline; a master's degree or professional certifications (CFA, CFP) are a plus

  • Wealth Manager

    4 weeks ago


    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Company DescriptionNuvama 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...

  • Wealth Manager

    2 days ago


    Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    About 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...

  • Wealth Manager

    4 weeks ago


    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    We're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    We're Hiring: Analyst | Neo Wealth and Asset Management Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios ? Neo Group is looking for Analysts to join our high-performing teams in Wealth Management Role: Portfolio Analyst Location: Mumbai Experience: 2-4...


  • Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time

    Job descriptionWe are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management.This role requires strong leadership skills, business...


  • Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We're Hiring | B2B Sales – PMS Product | MumbaiSMC Private Wealth is looking for an experiencedB2B Sales Professionalto drivePortfolio Management Services (PMS)sales throughWealth Managers, IFAs, RIAs, Banks, and Family Offices.Location:MumbaiWhat You'll Do: Build and expand distribution channels for PMS Manage and grow relationships with IFAs, RIAs &...

  • Senior Wealth Manager

    2 weeks ago


    Mumbai, Maharashtra, India Kaizen Partners Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Head – Corporate Wealth ManagementRole Overview:The Head of Corporate Wealth Management will be responsible for driving the strategic direction, growth, and performance of the corporate wealth business. This role involves providing comprehensive wealth management solutions to corporate clients, including treasury management, investment advisory, and...

  • TriGen Wealth

    3 weeks ago


    Mumbai, Maharashtra, India Prime Trigen Wealth Limited Full time

    Job Opportunity at Prime Trigen Wealth Limited.Prime Trigen Wealth Limited, a fully owned subsidiary of Prime Securities Limited (a publicly traded company on BSE and NSE), specializes in comprehensive wealth management services. Our clientele includes Family Offices, Corporate Treasuries, UHNI, and HNIs. We're expanding across 8 citiesWe're seeking...


  • Mumbai, Maharashtra, India Atreyi Financial Services Private Limited Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. The ideal candidate will bring a wealth of experience in the Indian financial services markets, an existing clientele base, and a proven track record of successfully delivering comprehensive wealth management solutions.Key Responsibilities:Prospect, acquire, and retain...