Company Description Motilal Oswal Private Wealth (MOPW) is part of the Motilal Oswal Group, an institution recognized for knowledge-based investing and a performance track record of over 37 years. Established in 2007, MOPW serves corporates, institutions, and high-net-worth as well as 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 tailored wealth management solutions. MOPW focuses on helping clients convert their financial ambitions into enduring legacies by unlocking long-term opportunities across asset classes.
Role Description This is a full-time, on-site Private Banker role based in New Delhi. The Private Banker will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients by providing holistic wealth management and investment advisory services. Responsibilities include understanding client objectives, preparing and presenting financial plans, recommending suitable investment and asset allocation strategies,



and monitoring portfolio performance. The role involves regular client meetings, responding to queries, coordinating with internal product and research teams, and ensuring compliance with regulatory and internal risk guidelines. The Private Banker will also identify current business opportunities, support client onboarding, and contribute to long-term relationship building and retention.
Qualifications

• Strong foundation in Finance and Investments, with the ability to analyze products and markets and explain them clearly to clients.
• Proficiency in Financial Planning and Asset Allocation to design and implement customized portfolio strategies aligned with client goals and risk profiles.
• Experience in Private Banking or Wealth Management, including managing relationships with high-net-worth or ultra-high-net-worth clients.
• Excellent communication, presentation, and interpersonal skills, with a client-centric a

📌 Private Banker (New Delhi)
🏢 Motilal Oswal Private Wealth
📍 New Delhi