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 wealth solutions and advisory services to a diverse client base, including businesses and high-net-worth individuals. Nuvama Wealth combines established financial expertise with innovative strategies to help clients grow, protect, and optimize their wealth. Prospective team members can expect to work in a agile environment that values long-term relationships, client-centric thinking, and ethical financial practices.
Role Description This is a full-time, on-site Wealth Manager | B2B role based in Jodhpur. The Wealth Manager will manage and grow a portfolio of business clients by understanding their financial objectives and designing tailored wealth solutions. Day-to-day responsibilities include conducting financial needs assessments, preparing and presenting investment proposals, and providing ongoing advice on financial planning, investment management, and insurance solutions.
The role involves monitoring market trends and client portfolios, ensuring compliance with regulatory and internal policies, and coordinating with product and research teams to deliver suitable recommendations. The Wealth Manager will also focus on business development activities, building new relationships through networking and referrals, and maintaining strong, trust-based partnerships with existing clients.
Qualifications
• Candidates should possess strong skills in Financial Planning and Finance to assess client needs and develop comprehensive wealth strategies.
• Candidates should possess solid expertise in Investment Management and Investments to construct, monitor, and rebalance portfolios aligned with client goals and risk profiles.
• Candidates should possess knowledge of Insurance products to integrate risk management and protection solutions into overall financial plans.
• Relev