Private Wealth Manager

Job description

Company Description Nuvama Wealth, formerly Edelweiss Wealth Management, offers a refreshed and progressive perspective on wealth management for individual and institutional clients. The firm focuses on comprehensive, personalized solutions that address the full spectrum of wealth creation, preservation, and transfer. Combining deep financial expertise with innovative tools, Nuvama Wealth aims to provide clients with clear, tailored strategies aligned to their long-term goals. Professionals joining the organization can expect a dynamic, client-centric environment that values integrity, performance, and holistic financial advice. Role Description This is a full-time, on-site Private Wealth Manager role based in Gurgaon. The Private Wealth Manager will build and manage a portfolio of high-net-worth clients, providing comprehensive advisory across investments, financial planning, and estate planning needs. Daily responsibilities include understanding client objectives, developing tailored wealth management strategies, and recommending appropriate financial products and asset allocations. The role involves monitoring client portfolios, reviewing performance, rebalancing strategies as needed, and ensuring alignment with risk profiles and regulatory requirements. The Private Wealth Manager will also collaborate with internal product and research teams, prepare client reports and presentations, and maintain strong, long-term client relationships through regular reviews and proactive communication. Qualifications • Candidates should possess strong Financial Planning and Estate Planning skills to design holistic, long-term strategies for clients. • Candidates should possess Investment Management and general Finance skills to manage portfolios, assess risk, and interpret market trends. • Candidates should ideally hold a Certified Financial Planner (CFP) or equivalent professional certification, or be working toward such credentials. • Candidates should have excellent relationship management, communication, and client advisory skills, with a focus on ethical and compliant practices. • Candidates should have prior experience in wealth management, private banking, or financial advisory, and a bachelor’s or master’s degree in finance, economics, business, or a related field. • Candidates should be comfortable working with financial analytics tools and CRM systems, and demonstrate strong analytical, problem-solving, and decision-making capabilities.