Company Description
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Role Description
This is a full-time on-site role for a Wealth Manager at Nuvama Wealth located in New Delhi. The Wealth Manager will be responsible for managing client portfolios, providing financial planning advice, conducting market research, analyzing investment opportunities, and developing strategies to maximize client wealth. The Wealth Manager will also be involved in client relationship management and ensuring compliance with regulatory requirements.
Qualifications
- Strong knowledge and experience in financial planning and investment management
- Excellent analytical and problem-solving skills
- Ability to assess and understand client needs
- Strong communication and interpersonal skills
- Ability to build and maintain client relationships
- Sound understanding of financial markets and investment products
- Proficiency in financial analysis and risk assessment
- Ability to work in a team and independentl
- Bachelor's or Master's degree in Finance, Economics, or a related field