Private Banker

Motilal Oswal Wealth Limited

Website: motilaloswalpwm.com
Job details:

Company Description

Motilal Oswal Private Wealth (MOPW) is a part of the Motilal Oswal Group, a trusted leader in knowledge-based investing with a proven track record spanning over 37 years. Established in 2007, MOPW specializes in serving corporates, institutions, and high-net-worth (HNW) as well as ultra-high-net-worth (UHNW) individuals. With a strong foundation rooted in research, an open architecture framework, and a deep understanding of clients’ unique needs, MOPW is committed to transforming ambitions into enduring legacies by unlocking limitless possibilities.

Role Description

This is a full-time, on-site role for a Private Banker, based in New Delhi. The Private Banker will be responsible for building and nurturing client relationships, offering tailored financial planning and investment solutions, and managing portfolios with an emphasis on asset allocation. Daily tasks will include identifying and understanding client financial goals, evaluating investment opportunities, and ensuring a high standard of client service. The role requires strategic financial expertise, continuous market monitoring, and close collaboration with the wealth management team to optimize client outcomes.

Qualifications

• Proficiency in Financial Planning and a deep understanding of Finance
• Experience in Investments and Private Banking
• Strong skills in Asset Allocation and portfolio management
• Excellent interpersonal, communication, and relationship management abilities
• Ability to develop tailored solutions based on client goals and market insights
• Relevant certifications in wealth management or financial planning (e.g., CFP, CFA) are a plus
• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field
• Proven experience working with high-net-worth or ultra-high-net-worth individuals is preferred
• Exceptional analytical skills and a proactive, client-centric approach

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