Wealth Manager

Motilal Oswal Financial Services (MOFSL); Bengaluru; On-site; INR 800,000 - 1,200,000; Full time

Benefits offered by this job

Job summary

Motilal Oswal Financial Services (MOFSL) is seeking a Wealth Manager to acquire, manage, and grow a high-net-worth client base. You will deliver end-to-end wealth management solutions tailored to HNIs/UHNIs and build long-term client relationships.

You will advise on products across PMS, AIFs, bonds, unlisted shares, mutual funds, and insurance, based on goals and risk appetite, while staying ahead of market trends to generate revenue.

Qualifications

• Graduate/Postgraduate in Finance, Commerce, or related field.
• Excellent communication and interpersonal skills.
• Proven ability to build and manage high-value client relationships.

Responsibilities

• Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.
• Build and manage client portfolios across asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• Advise clients on suitable wealth products based on their goals, risk appetite, and investment horizon.
• Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction.
• Meet and exceed targets for asset mobilization, revenue generation, and client activation.
• Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

Skills

Communication skills

Interpersonal skills

Negotiation skills

Education

Finance

Commerce

Job description

Job Description: Wealth Manager

Position Title: Wealth Manager

Department: Wealth Management

Role Summary

We are looking for a dynamic and driven Wealth Manager to acquire, manage, and grow a high-net-worth client base.

The role involves offering end-to-end wealth management solutions tailored to the unique financial needs of HNIs/UHNIs while ensuring high levels of client satisfaction and long-term relationship building.

Key Responsibilities

Client Acquisition

Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.

Portfolio Management

Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.

Product Advisory

Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.

Relationship Management

Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction

Revenue Generation

Meet and exceed targets for asset mobilization, revenue generation, and client activation.

Market Intelligence

Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

Requirements

• Graduate/Postgraduate in Finance, Commerce, or related field.
• 36 years of experience in Wealth Management or Affluent Wealth.
• Strong understanding of financial products and investment instruments.
• Excellent communication, interpersonal, and negotiation skills.
• Proven ability to build and manage high-value client relationships.
• Certifications such as NISM VA, NISM XA/XB, or CFP are a plus.