Role & responsibilities
The wealth manager will be responsible for bringing their existing clients (affluent and super affluent) and build the a solid client book.
Maintaining client relationships and generate AUM from preferred clients.
Advising affluent clients and their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
Track the Affluent and super affluent client segment in the market for recent client acquisition.
To research investigate and update them on available investment opportunities/ financial market trade to determine whether they fit into clients portfolios.
To coordinate with product and research team (Centralize CFP team) for taking investment decision for the clients.
To conduct the assist in organizing seminars, workshops and other business development activities.

Preferred candidate profile

Minimum 6 months experience in handling HNI Relationships,



sales and financial planning of HNI clients from BFSI sector with good business/market knowledge. Having experience of handling HNI client acquisitions and relationship management and service.

Desired skill set :
Ability to inspire trust and confidence in clients.
Ability to engage client in meaningful conversations about their finances and take active interest in their financial well being.
A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients - thus generating insights for clients.
Valuable oral and written communication skills with clarity of thought and speech and expression.
Good interpersonal and analytical skills.

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