Company Description Motilal Oswal Wealth Management is a leading provider of comprehensive wealth and investment solutions, serving a diverse client base that includes individuals, families, and institutions. The firm offers a range of services across portfolio management, financial planning, and advisory, with a focus on long-term value creation and risk management. Known for its research-driven approach, Motilal Oswal emphasizes disciplined investing, client-centric service, and transparent communication.

Team members work in a performance-oriented environment that encourages professional growth, ethical conduct, and collaboration across functions.

Role Description This is a full-time Wealth Manager role based in Bengaluru with a hybrid work arrangement, allowing a blend of office and work-from-home days.

The Wealth

Manager will manage and grow a portfolio of clients by understanding their financial goals, risk profiles, and time horizons, and by recommending appropriate investment and insurance solutions. Daily responsibilities include conducting client meetings, preparing financial plans, reviewing portfolios, monitoring market developments, and providing timely advice on asset allocation and investment products. The role involves coordinating with internal research and product teams, ensuring regulatory and compliance standards are met, and maintaining detailed documentation of client interactions and recommendations.

The Wealth





Manager will be expected to build strong long-term client relationships through proactive communication, periodic reviews, and high-quality service delivery.

Qualifications

- Candidates should possess strong skills in Financial Planning and Finance to assess client needs, design comprehensive plans, and interpret financial data.
- Candidates should possess expertise in Investment Management and Investments to construct, review, and optimize diversified portfolios aligned with client objectives.
- Candidates should possess working knowledge of Insurance solutions to integrate risk protection into overall wealth and estate planning.
- Relevant academic background such as a degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Strong analytical, quantitative, and problem-solving abilities, with comfort using financial planning tools and portfolio analysis software.
- Excellent communication and interpersonal skills to explain complex concepts clearly, build trust, and manage client expectations.
- Proven ability to work in a target-driven workplace, manage multiple client relationships, and uphold high ethical and compliance standards.
- Prior experience in wealth management, private banking, financial advisory, or related financial services roles is preferred.

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