Career Opportunity: Wealth Manager – Private Wealth | Pune Motilal Oswal Financial Services Ltd. is expanding its Private Wealth division in Pune and invites applications from accomplished Wealth Managers and Private Bankers to manage and grow High Net-Worth (HNI) and Ultra-High Net-Worth (UHNI) client portfolios. Role Overview
• Client Acquisition: Identify, map, and onboard HNI and UHNI clients through structured market mapping, networking, and strategic outreach.
• Multi-Asset Portfolio Management: Design and execute goal-based asset allocation across PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• Revenue & AUM Growth: Drive net new asset mobilization and portfolio expansion while upholding institutional advisory standards.
• Client Stewardship: Build enduring,



high-trust relationships through disciplined portfolio reviews and market insights. Candidate Qualifications
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Experience:
3–15+ years of proven experience in Wealth Management, Private Banking, or Priority Banking.
• Domain Expertise: Solid working knowledge of both traditional and alternative investment instruments.
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Education:
Graduate or Postgraduate in Finance, Commerce, Economics, or Business Management. No long forms. Connect directly with Talent Acquisition on WhatsApp: ? (phone hidden) #PrivateWealth #WealthManagement #MotilalOswal #PuneJobs #PrivateBanking #HNI #UHNI #FinanceCareers #PuneHiring

📌 Private Wealth Management Specialist (Pune)
🏢 Motilal Oswal Financial Services
📍 Pune