Motilal Oswal Financial Services Ltd
Website:
motilaloswalgroup.com
Company:
https://www.linkedin.com/company/motilal-oswal-financial-services-ltd
Seniority: Mid-Senior level
Industries: Financial Services, Investment Banking, and Banking
Job details:
Wealth Manager – Wealth Management
Company: Motilal Oswal Financial Services
Location: Bengaluru
Employment Type: Full-time
Job Summary
We are looking for an experienced Wealth Manager to acquire and manage HNI/UHNI clients by providing tailored investment solutions and driving Assets Under Management (AUM) growth.
Key Responsibilities
- Acquire HNI/UHNI clients through referrals, networking, and business development.
- Manage client portfolios across Mutual Funds, PMS, AIFs, Bonds, Unlisted Shares, and Insurance.
- Provide investment advisory based on clients' financial goals and market trends.
- Build long-term client relationships and ensure superior client service.
- Drive AUM growth and achieve business targets.
Experience & Skills
- 3–8 years of experience in Wealth Management, Private Banking, or Investment Advisory.
- Strong knowledge of financial markets and investment products.
- Experience in HNI/UHNI client acquisition and relationship management.
- Excellent communication, relationship management, and business development skills.
- Existing HNI/UHNI client network will be an added advantage.
📩 How to Apply
To schedule your interview, please share your updated CV via WhatsApp using the contact number below.
HRAvdhut: 7796426971
Click on Apply to know more.
