: Wealth Manager

Position Title: Wealth Manager

Department: Wealth Management

Role Summary:

We are looking for a agile and driven Wealth Manager to acquire, manage, and grow a high-net-worth client base.

The role involves offering end-to-end wealth management solutions tailored to the unique financial needs of HNIs/UHNIs while ensuring high levels of client satisfaction and long-term relationship building.

Key Responsibilities:

Client Acquisition:

Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.

Portfolio Management:

Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.

Product Advisory:

Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.

Relationship Management:

Serve as a trusted advisor to clients,



ensuring a high degree of customer satisfaction

Revenue Generation:

Meet and exceed targets for asset mobilization, revenue generation, and client activation.

Market Intelligence:

Stay updated on market trends, economic updates, and recent product offerings to provide insightful recommendations to clients.

Requirements:
Graduate/Postgraduate in Finance, Commerce, or related field.
36 years of experience in Wealth Management or Affluent Wealth.
Robust understanding of financial products and investment instruments.
Excellent communication, interpersonal, and negotiation skills.
Proven ability to build and manage high-value client relationships.
Certifications such as NISM VA, NISM XA/XB, or CFP are a plus.

📌 Wealth Manager Bengaluru
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Bengaluru