Company Description Motilal Oswal Wealth Management is a leading Indian wealth management firm known for its research-driven approach and client-centric advisory services. The organization provides comprehensive solutions across investments, portfolio management, and financial planning for high-net-worth individuals and families. With a strong presence in major financial hubs, the firm combines personalized service with robust technology platforms to help clients achieve long-term financial goals.

Motilal Oswal Wealth

Management emphasizes ethical practices, transparency, and continuous innovation in its product offerings. Team members benefit from a performance-oriented culture, career development opportunities, and exposure to diverse financial products and strategies.

Role Description This is a full-time Wealth Manager role based in Bengaluru, offered in a hybrid format with a mix of in-office and work-from-home flexibility.

The Wealth

Manager will manage and grow a portfolio of clients, understand their financial objectives, and design tailored wealth strategies to meet short- and long-term goals. Day-to-day responsibilities include conducting client meetings, performing financial and investment analysis, recommending suitable products across asset classes and insurance solutions, and monitoring portfolio performance. The role involves regular review of market trends, preparing reports and proposals,



coordinating with internal product and research teams, and ensuring compliance with regulatory and internal risk guidelines.

The Wealth

Manager will also focus on new client acquisition through networking, referrals, and targeted outreach, while maintaining strong, long-term client relationships.

Qualifications

- Strong skills in Financial Planning and Finance, with the ability to analyze client needs and create holistic wealth plans.
- Proficiency in Investment Management and Investments, including asset allocation, portfolio construction, and performance monitoring.
- Knowledge of Insurance products and their role in risk management and protection within overall financial strategies.
- Relevant degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Proven experience in wealth management, private banking, or financial advisory, preferably working with affluent or HNI clients.
- Excellent communication, presentation, and relationship-management skills, with a consultative and ethical approach to client service.
- Comfort with financial planning tools, CRM systems, and basic Excel or analytics for reporting and portfolio analysis.
- Ability to work independently, meet business targets, and collaborate effectively with internal teams in a dynamic, hybrid work setting.

📌 Wealth Manager (Bengaluru)
🏢 Motilal Oswal Wealth Management
📍 Bengaluru