Senior Wealth Manager - B2B

Company Description Nuvama Wealth, formerly known as Edelweiss Wealth Management, offers a refreshed and modern perspective on wealth creation and management. The firm focuses on delivering comprehensive, client-centric solutions across investment, advisory, and wealth preservation needs. With a strong legacy and reimagined brand, Nuvama Wealth aims to combine innovation with robust financial expertise. Professionals joining the organization can expect a dynamic environment that emphasizes long-term relationships, ethical practices, and tailored financial strategies. The company encourages growth-minded individuals who are passionate about shaping the future of wealth management.

Role Description The Senior Wealth Manager – B2B will be responsible for managing and growing relationships with institutional and corporate clients, providing them with strategic wealth management and advisory solutions. Day-to-day responsibilities include assessing client portfolios, recommending investment strategies, and coordinating financial planning initiatives aligned with client objectives. The role involves preparing and presenting proposals, monitoring market developments, and ensuring that client portfolios remain compliant with internal policies and regulatory requirements. The Senior Wealth Manager will collaborate with internal product, research, and operations teams to deliver integrated solutions and respond to complex client queries. This is a full-time, on-site role based in Delhi, OH.

Qualifications

• Candidates should possess strong skills in Financial Planning and Finance, with the ability to develop comprehensive strategies for institutional and corporate clients.
• Candidates should possess expertise in Investment Management and Investments, including portfolio construction, asset allocation, and ongoing performance monitoring.
• Candidates should possess knowledge of Insurance solutions to integrate risk management into overall wealth and financial plans.
• Relevant educational background such as a bachelors or masters degree in finance, economics, business, or a related field; professional certifications (e.g., CFP, CFA) are an advantage.
• Demonstrated experience in B2B wealth or financial advisory roles, strong analytical and communication skills, and the ability to build and maintain long-term client relationships.
• Comfort working with financial software, CRM tools, and market research platforms, along with a high level of integrity and adherence to regulatory and compliance standards.