Motilal Oswal Financial Services Ltd. is looking for a dynamic Wealth Manager to acquire, manage, and grow an HNI/UHNI client base with end-to-end wealth solutions.
? Key Responsibilities:
- Client Acquisition: Build HNI/UHNI client bases via cold calling, networking, & market mapping.
- Portfolio Management: Manage multi-asset portfolios across PMS, AIFs, Bonds, Unlisted Shares, MFs, & Insurance.
- Advisory & Revenue: Deliver goal-based product advice while driving AUM mobilization and revenue targets.
- Relationship Management: Act as a trusted financial advisor to ensure high long-term client retention.
? Candidate Requirements:
- Graduate / Postgraduate in Finance, Commerce, or related field.
- 3–10+ years of experience in Wealth Management or Private Banking.
- Solid product knowledge across traditional & alternative investments.
- NISM VA, NISM XA/XB, or CFP certifications are a plus.
? Fast-Track Application: Bypass the portal and share your CV directly via WhatsApp: (phone hidden)