Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.
Why This Role Stands Out
We are building a specialized team focused on Ultra High Net Worth entrepreneurs, business owners, promoters, CXOs and affluent families. This is a pure-play wealth management role for ambitious professionals who want to build a large client franchise, drive significant AUA and accelerate their growth opportunities.
What’s In It For You
Access to a specialized ecosystem and sophisticated investment opportunities
Curated bouquet of products that can be offered as part of portfolio build up for the clients
Robust brand credibility backed by a leading financial services platform
Dedicated research, investment and product specialist support
Rapid-track career progression and leadership visibility for high performers
Transparent and lucrative incentive structure
What You Will Do
Be extremely client centric in your approach to handling clients’ wealth and
Drive AUM growth, do period review of portfolios and ensure wallet share expansion.
Acquire and build long-term relationships with UHNW clients
Provide strategic investment advisory across investments - Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, Insurance, SIFs and Equity offerings.
Conduct portfolio reviews and recommend customized investment strategies
Partner with research and investment specialists to deliver superior client outcomes.
What We Are Looking For
Minimum 10+ years of Wealth Management / Client Relationship Management experience.
Proven track record in pure-play client acquisition and revenue generation.
Strong experience managing HNI/UHNI client relationships.
Demonstrated success in AUM growth, net revenue and wallet share expansion.
Entrepreneurial mindset, commercial acumen and hunger to earn big.
Excellent networking, relationship management and consultative selling skills.
Ideal Candidate
We are looking for energetic professionals who have consistently handled clients, generated meaningful revenue and aspire to become top performers in the industry.