Wealth Manager

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

Job summary

A financial services company in Bangalore is seeking a Senior Talent Acquisition Professional to manage relationships with affluent clients and advise them on investment opportunities. This full-time role requires expertise in client management and financial services, with a focus on business development. The ideal candidate will build a strong client book and support financial decisions in coordination with cross-functional teams.

Qualifications

• Experience in managing relationships with affluent clients.
• Strong financial background with a focus on investments.
• Ability to conduct market research and identify investment opportunities.

Responsibilities

• Build and maintain client relationships to generate AUM.
• Advise clients on investment portfolios and financial strategies.
• Coordinate with the product and research teams for client decisions.
• Organize seminars and workshops for business development.

Skills

Client Relationship Management

Financial Advisory

Market Research

Business Development

Job description

Senior Talent Acquisition Professional | Expert in Full-Cycle Recruitment | Employer Branding | Workforce Planning

Profile: Wealth Manager

• 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
• 2.Maintaining client relationships and generate AUM from preferred clients.
• 3. Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients
• 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition
• 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
• 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• 7.To conduct and assist in organizing seminars, workshops and other business development activities.

To schedule your interview, send your CV through WhatsApp (number mentioned below)

HR Avdhut: 7796426971

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development
• Financial Services, Banking, and Investment Banking