Private Wealth Manager, Kerala

You will be joining Nuvama, a company that specializes in wealth management solutions, offering a wide range of services such as investment guidance, estate planning, investment management, lending, and broking services tailored for individuals, institutions, HNI, affluent salaried individuals, CXOs, and professional investors. As a Private Wealth Manager based in Kerala, you will play a crucial role in providing financial advice to clients on various aspects including financial planning, estate planning, and investment management. Your daily responsibilities will involve creating personalized financial plans, overseeing client investment portfolios, and identifying new financial opportunities to help clients achieve their goals. Building strong relationships with clients is essential to comprehend their financial objectives and deliver appropriate financial advice and strategies. The ideal candidate should possess skills in Financial Planning and Estate Planning, hold a Certified Financial Planner certification, demonstrate proficiency in Investment Management and Finance, exhibit excellent analytical and problem-solving abilities, showcase strong interpersonal and communication skills, be capable of working both independently and as part of a team, and have experience in wealth management or financial advisory services (preferred). Moreover, a Bachelor's degree in Finance, Economics, Business, or a related field will be advantageous for this role.,