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Wealth Manager - B2B

Wealth Manager - B2B

Nuvama Wealth

0 years

0 Lacs

Chennai Tamil Nadu India

Posted:2 weeks ago| Platform:

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Skills Required

portfolios data collaboration planning management finance certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

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Role Description

This is a full-time, on-site role for a Wealth Manager - B2B located in Chennai. The Wealth Manager will be responsible for developing and maintaining relationships with business clients, creating and executing financial plans, managing investment portfolios, and providing comprehensive financial advice. Daily tasks will include analyzing financial data, assessing investment opportunities, recommending financial products such as insurance, and ensuring clients' financial goals are met. The role requires close collaboration with other financial professionals to ensure a high level of service.

Qualifications

Skills in Financial Planning and Finance
Experience in Investment Management and Investments
Knowledge of Insurance products and services
Excellent analytical and quantitative skills
Strong relationship-building and client management skills
Ability to work effectively as part of a team
Bachelor's degree in Finance, Economics, Business, or a related field
Relevant certifications such as CFA or CFP are a plus

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Wealth Manager - B2B