Senior Wealth Manager

About Nuvama:

Nuvama Wealth Management

The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, asset management, institutional securities and capital market advisory, and a deep belief in the “client-first” philosophy, NWM believes in delivering best-in-class outcomes for our clients at every step of their journey.

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Wealth Managers

As a Wealth Manager, you will play a key role in driving portfolio growth, delivering strategic financial advice, and ensuring exceptional client service.

Locations:

Functional Responsibilities:

• 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:

• Bachelor’s/ Master’s degree in Finance, Economics, Business Administration, or a related discipline.

Candidate Requirements:

• Proven experience in wealth management, private banking, or financial advisory, with a focus on managing HNI/UHNI clientele.
• In-depth understanding of financial products, market trends, and portfolio management strategies.
• Strong interpersonal skills with the ability to engage high-value clients effectively.
• Demonstrated ability to analyze client needs and provide timely, tailored investment solutions.