Senior Wealth Manager
- Category: Remote Jobs
- Location: Pune, Maharashtra
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 15K to 23K
- Published on: 2025/09/21
Company Description
Nuvama Wealth Pune.
Role Description
This is a full-time on-site role for a Senior Wealth Manager at Nuvama Wealth located in Pune. The Senior Wealth Manager will be responsible for financial planning, investment management, investments, finance, and insurance. They will provide expert advice and guidance to clients, develop customized wealth management strategies, maintain client relationships, and monitor portfolio performance.
Qualifications
• Financial Planning and Investment Management skills
• Expertise in Investments and Finance
• Knowledge of Insurance
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Attention to detail and accuracy
• Relevant certifications (e.g. CFP, CFA) are a plus
• Post Grad in MGMT/Finance
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