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.
Positive knowledge of financial markets and investment products.
Solid communication, relationship management, and sales skills.
Ability to acquire current 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 (India)
🏢 Motilal Oswal Financial Services (MOFSL)
📍 India