Wealth Manager - B2B

Company Description

Nuvama Wealth, formerly Edelweiss Wealth Management, offers a fresh perspective on wealth management, focusing on innovative strategies to meet clients financial goals. With a proven track record and expertise, the company is a trusted partner in providing customized financial solutions. Operating in the wealth management sector, Nuvama Wealth prides itself on its client-centric approach and comprehensive service offerings.

Role Description

This is a full-time, on-site role for a Wealth Manager - B2B, based in Chennai. The Wealth Manager will be responsible for managing client portfolios, providing financial planning and investment management services, and offering tailored financial solutions to B2B clients. Key responsibilities include developing strategies for wealth growth, advising on investments and insurance, building client relationships, and ensuring alignment with financial objectives.

Qualifications

• Proficiency in Financial Planning and Finance management
• Strong expertise in Investment Management and Investments
• Knowledge of Insurance products and their integration into wealth management strategies
• Exceptional analytical, communication, and client relationship management skills
• Ability to understand and align with B2B client financial objectives
• Bachelors degree in Finance, Economics, or a related field; certifications like CFA or CFP are a plus
• Experience in the financial services industry is preferred