14 Nov
|
Motilal Oswal Financial Services
|
Mumbai
14 Nov
Motilal Oswal Financial Services
Mumbai
Job Title: Wealth Manager – Private Wealth (HNI / UHNI) Locations: Prabhadevi, Mumbai Company Name: Motilal Oswal Financial Services Ltd
About the Role
Motilal Oswal Financial Services Ltd. is hiring experienced Wealth Managers / Private Bankers to expand its Private Wealth division across Gujarat. You will acquire, advise, and manage HNI, UHNI, and Family Office portfolios backed by Motilal Oswal’s research-first platform and open-architecture product suite.
Key Responsibilities
• Acquire & Grow: Onboard HNI/UHNI clients through market mapping, networking, and referrals to drive AUM and revenue growth.
• Multi-Asset Advisory: Structure tailored portfolios across PMS, AIFs, Unlisted Shares, Bonds, Structured Products, and Mutual Funds.
• Retain & Steward:
Conduct periodic portfolio reviews and deliver goal-based advisory to ensure high client retention. What We’re Looking For
• 3–15+ years of experience in Private Banking, Wealth Management, or Family Office Advisory.
• Proven track record in HNI/UHNI acquisition and deep product knowledge across traditional and alternate asset classes.
• Graduate / Postgraduate in Finance, Commerce, or Management (Any filed). Rapid-Track Your Application: Apply here or WhatsApp your CV directly to Talent Acquisition for a confidential discussion: (phone hidden) #PrivateWealth #WealthManagement #MotilalOswal #GujaratJobs #HNI #UHNI #PrivateBanking
📌 Private Wealth Management Specialist (Mumbai)
🏢 Motilal Oswal Financial Services
📍 Mumbai