Senior Wealth Manager

Location

Delhi | India

Job description

Company Description

Nuvama Group (formerly Edelweiss Wealth Management) is a fully integrated wealth management platform that offers support to entrepreneurs, promoters, high and ultra-high net-worth individuals, affluent individuals, corporate and institutional investors. Our vision is to provide clients with comprehensive and tailored solutions across wealth management, advisory, asset management and capital management. Backed by over 25 years in the Indian market and a global partnership with PAG, Nuvama Group is here to present a fresh perspective on wealth management.

Role Description

This is a full-time on-site role for a Senior Wealth Manager located in New Delhi. The Senior Wealth Manager will be responsible for hiring SUB BROKERS with comprehensive wealth management services with an emphasis on risk management, investment strategies, and financial planning. Additionally, the Senior Wealth Manager will work closely with other team members to achieve broader company objectives.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field
• Minimum of 7 years of experience in financial services, with at least five years in a Wealth Management capacity
• Proven ability to develop and maintain relationships with high net worth clients
• Excellent communication and interpersonal skills
• Ability to work independently as well as part of a team
• Demonstrated knowledge of investment strategies, portfolio management, risk management and financial planning
• Strong knowledge of relevant financial regulations and compliance procedures

Job tags

Salary