? Locations: Ahmedabad | Surat | Rajkot | Vadodara
? Focus Area: HNI & UHNI Portfolio Management
Are you an experienced private banker or wealth manager looking to scale your career with one of India’s premier financial powerhouses? Motilal Oswal Financial Services Ltd. is expanding its Private Wealth division across key markets in Gujarat.
? Key Responsibilities:
- Client Acquisition: Identify, map, and onboard HNI/UHNI clients through direct networking, market mapping, and strategic outreach.
- Multi-Asset Portfolio Management: Structure high-performing portfolios across PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Structured Products.
- Strategic Advisory & Revenue: Deliver tailored,
goal-based wealth advisory while driving AUM mobilization and revenue targets.
- Relationship Management: Build long-term, high-trust relationships to ensure sustained portfolio retention and growth.
? Candidate Profile:
- Education: Graduate or Postgraduate in Finance, Commerce, or related disciplines.
- Experience: 4–15+ years in Private Banking, Wealth Management, or Family Office Advisory.
- Expertise: Deep product knowledge across traditional and alternative asset classes.
? Quick-Track Application:
Bypass the web portal and connect directly with Talent Acquisition via WhatsApp: