Private Wealth Relationship Manager

1 week ago

Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Company Description

Nuvama wealth pvt ltd

Role Description

This is a full-time on-site role for a Private Wealth Relationship Manager located in Mumbai. The Private Wealth Relationship Manager will be responsible for managing and growing client relationships, conducting financial planning, and providing investment management and estate planning services. The role also involves developing personalized financial strategies to meet client goals, ensuring regulatory compliance, and offering advisory services based on comprehensive financial analysis.

Qualifications

  • Experience in Financial Planning and Advisory
  • Certified Financial Planner certification and Master Degree is Mandatory
  • Knowledge of Investment Management
  • Strong background in Finance
  • Excellent interpersonal and communication skills
  • Ability to work effectively with HNI/UHNi clients
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Experience in private wealth management is a plus
  • Acquisition of HNI/UHNI

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