Motilal Oswal Wealth Limited
Website:
motilaloswalpwm.com
Job details:
Company Description Motilal Oswal Private Wealth (MOPW) is part of the Motilal Oswal Group, a knowledge-based investing institution with over 39 years of proven performance. Established in 2007, MOPW serves corporate and institutional clients, as well as high net worth and ultra-high net worth individuals. The firm combines strong research capabilities, an open architecture product framework, and a deep understanding of client needs to deliver comprehensive wealth solutions. MOPW focuses on helping clients turn financial ambitions into enduring legacies by offering curated strategies and opportunities across asset classes. SEBI registration details are available in line with SEBI Social Media Circular at https://shorturl.at/P5dr9.
Role Description This is a full-time, on-site Private Wealth Manager role based in New Delhi/Gurgaon. The Private Wealth Manager will acquire, manage and grow a portfolio of high net worth and ultra-high net worth clients, providing holistic wealth advisory across investments, financial planning, taxation awareness, and estate considerations. Day-to-day responsibilities include understanding client goals, creating and reviewing customized wealth plans, recommending suitable investment products, and monitoring portfolio performance against benchmarks and risk profiles. The role involves regular client meetings, preparing reports and presentations, coordinating with internal research and product teams, and ensuring regulatory and compliance requirements are met. The Private Wealth Manager will also be expected to identify new business opportunities, build long-term client relationships, and contribute to the overall growth of Motilal Oswal Private Wealth.
Qualifications
- Strong expertise in Financial Planning, with the ability to design comprehensive, goal-based wealth plans for diverse client profiles.
- Knowledge and experience in Estate Planning, including succession planning and legacy structuring for high net worth clients.
- Relevant certifications such as Certified Financial Planner (CFP) or equivalent professional qualifications in wealth management or financial advisory.
- Proficiency in Investment Management and Finance, including asset allocation, risk assessment, and understanding of financial markets and products.
- Demonstrated experience working with HNI/UHNI or corporate clients, with strong relationship management and client servicing skills.
- Excellent analytical, communication, and presentation abilities, with high attention to detail and adherence to regulatory and compliance norms.
- Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field; prior experience in private banking, wealth management, or investment advisory is highly desirable.
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