We are looking for a Wealth Manager to handle High Net-Worth Individual (HNI) clients, build strong client relationships, provide investment solutions, and generate business growth.

Key Responsibilities

- Manage and build relationships with HNI clients.

- Understand clients financial goals and investment requirements.

- Recommend suitable investment products such as equities, mutual funds, PMS, AIFs, and bonds.

- Acquire new HNI clients and generate business through referrals and networking.

- Manage client portfolios and conduct regular portfolio reviews.

- Achieve assigned sales, revenue, and AUM targets.

- Provide regular market updates and investment guidance to clients.

- Ensure proper documentation, KYC, and compliance with company policies.

Required Skills





- Experience in wealth management, financial services, or investment advisory.

- Prior experience handling HNI clients is preferred.

- Good knowledge of financial markets and investment products.

- Solid communication, relationship management, and sales skills.

- Ability to acquire new clients and maintain existing relationships.

- Target-oriented with good negotiation skills.

Ideal Candidate A proactive and target-oriented professional who can manage HNI relationships, provide suitable investment solutions, acquire new clients, and contribute to business growth.

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