Senior Wealth Manager

We're Hiring: Experienced Senior Wealth Managers – B2B Segment

Are you a seasoned Wealth Manager passionate about helping people make smarter financial decisions? We’re expanding our B2B Wealth Management team and looking for professionals who can work closely with our business partners—to guide their clients in building tailored portfolios and comprehensive financial plans.

🔍 What We're Looking For:

✔️ 2+ years of experience in B2B, IFA, wealth/financial plannin

g✔️Responsible for product penetration and increasing Partners & clients wallet shar

e. ✔️ Strong understanding of Mutual Funds, Insurance, PMS, AIFs, and other investment vehic

les ✔️ Excellent relationship-building and communication sk

ills ✔️ AMFI/NISM certified (prefe

rred) ✔️ Self-motivated, ethical, and client-f

cused
💼 What You'

ll Do:🔹 Support and train our business partners in delivering quality ad

visory 🔹 Help their clients build long-term, goal-based investment stra

tegies 🔹 Conduct portfolio reviews and recommend asset allocation c

hanges 🔹 Stay updated with market trends and compliance

norms
🌟 Why Jo

in Us?✔️ Work in a forward-thinking wealth management ec

osystem✔️ Attractive compensation + performance-based in

centives✔️ Opportunity to grow with an expanding regional

footprint✔️ Supportive, learning-driv

n culture
📩 Interested? Let’

s connect! DM me or share your resume at kapil.mohan@

uvama.com
nuvamawealth #hiring #jobalert #wealthmanagement #b2bsales