Senior Wealth Manager

Company Description Nuvama 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 investment firm. Role Description This is a full-time on-site role for a Senior Wealth Manager located in Chennai. We are seeking an experienced and client-focused Wealth Manager to join our Wealth Management team. The ideal candidate will be responsible for managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients, understanding their financial goals, and providing customized investment and banking solutions. As a Wealth Manager, you will play a key role in driving portfolio growth, delivering strategic financial advice, and ensuring exceptional client service. • Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. • Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings. • Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients' financial goals. • Drive business development through client referrals and proactive outreach, consistently achieving assigned targets. • Provide end-to-end financial planning services, encompassing retirement planning, tax planning, goal-based investing, and estate planning. • Ensure strict adherence to compliance, regulatory frameworks, and internal guidelines. Qualifications • Min 4+ years relevant experience in Banking and Wealth domain. • MBA/ PGDM or relevant degree. • Acumen towards understanding of client needs, study requirements and provide adequate and prompt solutions • Should have a good knowledge and understanding of equity and debt market and wealth products.