We are seeking an experienced Affluent Wealth Manager to join our Bangalore office, focused on delivering comprehensive wealth management solutions to high‑net‑worth individuals and families.

Key Responsibilities

- Build and nurture long‑term relationships with affluent clients, understanding their financial goals, risk tolerance, and legacy aspirations.
- Develop customized financial plans covering investments, tax strategies, estate planning, and retirement solutions.
- Provide proactive investment advice, monitor portfolio performance, and execute tactical adjustments in line with market dynamics.
- Conduct regular client reviews, present performance reports, and identify opportunities for cross‑selling additional services.
- Stay current on regulatory changes, compliance requirements, and industry best practices to safeguard client interests.
- Collaborate with internal product specialists, research teams, and operations to deliver seamless service.
- Contribute to business development initiatives, including referrals, webinars, and client events.

Required Qualifications

- Minimum 5 years of experience in wealth management, private banking, or financial advisory roles serving high‑net‑worth clientele.
- Professional certifications such as CFA, CFP, or equivalent are strongly preferred.
- Proven track record of achieving AUM growth and meeting revenue targets.
- Deep knowledge of investment products, alternative assets, and risk‑management techniques.





Core Skills & Competencies

- Client relationship management and exceptional interpersonal communication.
- Advanced financial analysis, portfolio construction, and performance attribution.
- Strong understanding of tax, estate, and succession planning concepts.
- Ability to interpret macro‑economic trends and translate them into actionable investment recommendations.
- High ethical standards, attention to detail, and adherence to compliance frameworks.
- Proficiency with wealth‑management platforms, CRM tools, and MS Office suite.

Education

- Bachelor’s degree in Finance, Economics, Business Administration, or a related field; Master’s degree is a plus.

What We Offer

- Competitive base salary with performance‑based incentives.
- Comprehensive health and insurance perks.
- Professional development programs and support for further certifications.
- Collaborative culture with access to a broad network of industry experts.

Location

- Bangalore (Office location: xxxxx)

If you are passionate about delivering tailored wealth solutions and thrive in a dynamic, client‑centric environment, we invite you to apply.

Motilal Oswal Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by Motilal Oswal and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.

📌 Affluent-Wealth-Bangalore (Bengaluru)
🏢 Motilal Oswal Financial Services
📍 Bengaluru