Wealth Manager

Company Description

Nuvama offers wealth management solutions, covering investment guidance, estate planning, investment management, lending and broking services for individuals, institutions, HNI and affluent salaried individuals CXOs, professional investors.

Role Description

This is a full-time on-site role for a Wealth Manager located in Kerala responsible for advising clients on financial planning, estate planning, and investment management. Daily tasks include developing tailored financial plans, managing client investment portfolios, and identifying new financial opportunities for clients. The role requires close interaction with clients to understand their financial goals and providing them with suitable financial advice and strategies.

Qualifications

• Skills in Financial Planning
• Certified Financial Planner certification
• Investment Management and Finance skills
• Excellent analytical and problem-solving abilities
• Strong interpersonal and communication skills
• Ability to work independently and as part of a team
• Experience in wealth management or financial advisory services is a plus
• Bachelor's degree in Finance, Economics, Business, or related field