Wealth Manager

Company Overview

Nuvama Wealth, previously operating as Edelweiss Wealth Management, provides a contemporary and client-focused approach to building and protecting wealth. The organization delivers end-to-end wealth solutions designed around the financial objectives and risk appetite of both individual and institutional clients. With strong market knowledge and forward-looking investment methods, the firm helps clients handle complex market environments. Its philosophy centers on lasting client relationships, open advisory practices, and a fresh way of managing and expanding wealth across different client groups.

Role Overview

This is a full-time, on-site position in Vijayawada for a Wealth Manager who will oversee and expand a portfolio of high-net-worth and emerging affluent customers. The role calls for understanding each client’s financial aspirations, building customized financial roadmaps, and suggesting appropriate investment and insurance solutions. You will keep track of portfolio outcomes, conduct periodic reviews, and adjust allocations when market movements or client goals require it. The position also includes driving new business through networking, referrals, and relationship development, while working within regulatory guidelines and internal standards. Close coordination with product, research, and operations teams will be needed to ensure a smooth and high-quality client experience.

Key Responsibilities

Manage and develop relationships with high-net-worth and emerging affluent clients.

Evaluate client financial objectives and translate them into personalized wealth plans.

Recommend investment and insurance products that fit client needs and risk profiles.

Track portfolio performance and carry out regular portfolio reviews.

Rebalance investment strategies in response to market changes and client requirements.

Build new business through referrals, networking, and relationship-led sourcing.

Maintain adherence to applicable regulations and internal compliance policies.

Work with internal product, research, and operations teams to deliver seamless service.

Qualifications and Skills

The role calls for strong knowledge of financial planning, portfolio construction, investment monitoring, and insurance-based wealth solutions. Candidates should be comfortable interpreting market trends, assessing risk and return, and advising clients clearly and confidently. Strong communication, presentation, relationship-building, analytical, and quantitative skills are important. A bachelor’s degree in finance, economics, business, or a related discipline is preferred, and professional credentials such as CFP, CFA, or NISM are considered beneficial. Prior experience in wealth management, banking, or financial services is expected, along with familiarity with the Vijayawada market.

Additional Information

This position is intended for professionals who can work on-site in Vijayawada and manage both client servicing and business development responsibilities. The employer emphasizes compliance, collaborative working, and long-term client trust.