• About Edelweiss
  • Employee Testimonials
  • Current Openings

About Edelweiss

Edelweiss is a complete financial services firm, evolved over the years from a boutique investment bank. We have built a strong presence across verticals in the equity capital markets, financing, asset management and now retail business.

The firm's culture promotes entrepreneurial and results-driven approach while teamwork and intellectual rigor are an integral part of one's performance. We encourage members to display higher levels of initiative, hunger for learning, be self driven and taking on additional responsibility.

We recognize and nurture talent. Learning is embedded in our DNA and has been a constant feature of the Edelweiss culture. Working with Edelweiss means constantly challenging your own capabilities to reach newer heights. Edelweiss considers itself as a "young" organization and defines young as hungry for growth and driving that hunger through innovation and creativity - our core values.

About Edelweiss Global Wealth Management

Edelweiss Global Wealth Management is one of the fastest growing wealth management outfits today, aiming to become one among the Top 3 wealth management firms, in the country. Regarded by clients to be a trusted and a quality organization, we offers a platform where ideas and innovation are encouraged and easy access to all supporting verticals is made available. We are pioneers in innovation and new solutions and take pride in our manufacturing capabilities which allows high degree of customization specially in nontraditional asset classes. The Platform provides opportunities to generate revenues through an advisory/ consultative approach.

Our entrepreneurial culture encourages complete ownership and responsibility at an early age. Voted as a fun place to work in, as per the latest Edelweiss Employee Survey, 2014. The Organization looks at investing in people to ensure success through trainings and self development programs.

Employee Testimonials

If I had to use one word to describe my journey at Edelweiss Global Wealth Management, It would be "enriching"

The word has connotations, both for my professional and personal experience. I look forward to coming to work every day since my environment allows me to challenge my abilities every day with the belief that any new idea or suggestion would be welcome as long as it is for the betterment of our clients and the organization.

Very few corporate set ups allow you to maintain an entrepreneurial mindset with the stability and infrastructure of a professional unit and we are lucky to have found one in EWGM. In my last 3+ years at Edelweiss, while there have been many challenges, as any new business would have, what has remained consistent is our value system, belief in our ability and genuine intent to keep the client at the centre of our universe. We truly believe that the wealth management industry in India is undergoing a paradigm change and we are at the cusp of creating something unique and long lasting at Edelweiss.

EWGM is the perfect place for people who aspire to dream big and create an organization, where they would be stakeholders and not only employees. I don’t know of too many organizations, where roles and profiles get stretched to accommodate talent and hunger, but I have seen this happen ever so often at Edelweiss. The organization is the perfect blend of sagacious conscience and an experimental youth, which allows you not to be afraid of failure but give wings to your imagination and ambition.

Finally what makes me feel excited about the organization is the quality of people I see around. It is that much easier to strive for newer, more ambitious challenges when the benchmarks around are so high and being successful is not necessarily a function of vintage and experience. I have been fortunate to work with some leading multinationals in my professional career but what differentiates Edelweiss from others is the willingness to experiment and the instinct of challenging the stereotype.

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Vivek Sharma | Edelweiss - Global Wealth Management

I have been a part of EGWM for the past three years. Having spent close to a decade in the wealth management industry in India I can tell you that the work environment here is full of energy and challenges you to go beyond the normal call of duty.

The culture is open, apolitical and merit based.

We are encouraged to dream big and empowered to fulfil those dreams. The full EW ecosystem is available for us to tap into and add value to our clients. The wealth platform is truly multi asset class and we bring a lot of cutting edge solutions to our clients. Our mandate is to build a world class platform and the team that has come together to build it is one of the best in the industry. We never compromise on client interest and are paranoid about risk. The two emotions that come to mind when I think of my stint at EW are Satisfaction and Pride. Satisfaction of performing this duty to the best of my abilities while improving my skills with continuous training and development. Pride from being a part of a highly motivated and capable team which is working towards creating a business that is truly client centric and world class. The business model of the wealth management industry is undergoing a rapid transformation and will be totally different in the next few years than what it is today. I encourage all those people who like challenges, have big dreams and are passionate for this business to come and be a part of this team. Let us create the future together!

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Kuldeep Sikarwar | Edelweiss - Global Wealth Management

Edelweiss is an organization that teaches you to think positive and promotes a spirit of ownership amongst employees. Throughout my one year stint with the firm, I have always been given the opportunity to learn and work on a wide range of projects, interact with various stakeholders and create and build on business opportunities.

In my opinion, it is a great place for young and creative minds to apply their skills and knowledge they possess and let their talent prosper in an apolitical working environment.

From my early interactions, I was very impressed with the people I met during the interview process, and my respect for the senior leadership has only increased over time. The wealth management business is currently in a fast-paced, ever-changing industry environment, and the vision and dynamism of the leadership shall go a long way in ensuring the overall success of the firm and create growth and development opportunities for its employees.

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Bhavin Jatania | Edelweiss - Global Wealth Management

Current Openings

Financial Advisor - Private Wealth Management

Role Definition

  • Leverage Edelweiss Institutional and Global Wealth Management capabilities (Institutional Research, Dynamic Asset Allocation, Risk Management and Financing) to acquire/ manage HNW/ UHNW clients.
  • Acquire and provide financial advisory for Owner/Promoter and family, Corporate, other HNI and UHNI
  • Establish synergies with Product team to scope opportunities continuously for clients
  • Client segment: HNW/ UHNW - clients with Financial Assets > $ 1 million (Rs. 6 cr and above)
  • Offer Advisory products and solutions across asset classes - Equities, Mutual Funds, Fixed Income securities, Commodities, Structured Products, Insurance advisory, Estate Planning, Real Estate, Debt syndication and other financing solutions to both HNI and corporate.
  • Offer Edelweiss Institutional solutions and strategies to UHNW clients

Basic Qualifications

  • Education: Graduate, MBA, CA, CFA
  • Attributes: Enterprise- Ability to think BIG, High on Integrity, Hunger, Passion and Ambition

Preferred Skills-set & Experience

  • Understanding of broader economy global and local, knowledge of various asset classes, ability to decipher client psyche and risk profile with review and rebalancing.
  • Relationship management skills, interpersonal skills, collaboration, excellent communication and articulation skills, team player
  • Minimum years: 5-9 years
  • Preferred industry: People from Private Wealth Management outfits in Private and MNC Banks, Boutique private banks, NBFC's, Family Offices, IFA's
  • Preferred Role: Financial Advisors, Relationship Managers from both corporate and private banking roles in banks and NBFC's.

To apply, kindly email your resume to Natasha at natasha.patel@edelweissfin.com