Private Wealth Manager

Company Description Nuvama Wealth, formerly known as Edelweiss Wealth Management, offers a modern, client-centric perspective on wealth creation and preservation. The firm focuses on delivering comprehensive and personalized wealth solutions to individuals, families, and businesses. By combining deep financial expertise with innovative strategies, Nuvama Wealth aims to help clients achieve long-term financial goals. The organization emphasizes trust, transparency, and tailored advisory services, making it an attractive workplace for professionals who value high-impact client relationships.

Role Description The Private Wealth Manager will be responsible for managing and growing a portfolio of high-net-worth and ultra-high-net-worth clients through tailored financial advice and solutions. Day-to-day responsibilities include assessing client financial goals, developing and implementing personalized financial and investment plans, and regularly reviewing portfolios to ensure alignment with changing needs and market conditions. The role involves conducting in-depth discussions on wealth preservation, tax efficiency, estate planning strategies, and risk management, while coordinating with internal specialists where required. The Private Wealth Manager will also identify new business opportunities, cultivate long-term client relationships, and stay updated on market developments and regulatory changes. This is a full-time, on-site role based in Gurgaon.

Qualifications

• Candidates should possess strong Financial Planning and Certified Financial Planner expertise, with a focus on goal-based advisory.
• Candidates should possess Investment Management and Finance skills to construct and monitor diversified, risk-appropriate portfolios.
• Candidates should possess knowledge of Estate Planning to help clients structure and transfer wealth efficiently and in line with their wishes.
• Relevant professional certifications (e.g., CFP, CFA, CA, MBA in Finance) are highly desirable.
• Demonstrated experience in private banking, wealth management, or financial advisory, preferably serving high-net-worth clients.
• Excellent relationship management, communication, and negotiation skills, with a strong client-service orientation.
• Ability to work with complex financial products, understand regulatory requirements, and uphold high ethical standards.