Company Description Nuvama Wealth (formerly Edelweiss Wealth Management) offers a refreshed, modern perspective on wealth creation and preservation. The firm focuses on delivering sophisticated, personalized wealth solutions to a diverse client base, including individuals, families, and businesses.

Nuvama

Wealth combines deep financial expertise with innovative strategies to help clients meet long-term financial goals. The organization emphasizes relationship-driven advisory, ethical practices, and a client-first approach to wealth management.

Role Description The Wealth Manager role at Nuvama Wealth is a full-time, on-site position based in Bengaluru. In this role, the Wealth Manager will manage and grow a portfolio of clients by understanding their financial objectives, risk profiles, and investment preferences. Day-to-day responsibilities include developing comprehensive financial plans, recommending suitable investment products, and monitoring portfolio performance.

The Wealth

Manager will conduct regular reviews with clients, provide timely market updates, and adjust strategies in line with changing market conditions and client needs.



The role also involves collaborating with internal product and research teams, ensuring regulatory compliance, and maintaining accurate documentation and reporting for all client engagements.

Qualifications

- Strong skills in Financial Planning and client advisory, with the ability to design tailored wealth strategies.
- Proficiency in Investment Management and Investments, including asset allocation, portfolio construction, and risk assessment.
- Solid grounding in Finance and Insurance to advise on a broad range of financial solutions and protection products.
- Excellent communication and relationship-management skills, with a focus on client service and trust-building.
- Relevant academic background in Finance, Economics, Business, or a related field; qualified certifications such as CFP, CFA, or equivalent are an advantage.
- Ability to analyze market trends, interpret research insights, and translate them into actionable strategies for clients.
- Attention to detail, strong ethical judgment, and adherence to regulatory and compliance standards.

📌 Wealth Manager (Bengaluru)
🏢 Nuvama Wealth
📍 Bengaluru