Wealth Manager

Motilal Oswal Financial Services (MOFSL); Ernakulam, Chennai, Bengaluru; On-site; INR 1,200,000 - 2,200,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in Kerala seeks a Wealth Manager to acquire, manage, and grow a high-net-worth client base. You will offer end-to-end wealth management solutions tailored to HNIs/UHNI clients, ensuring high client satisfaction and long-term relationships.

The role involves portfolio management across asset classes, product advisory based on financial goals and risk appetite, and aggressive revenue generation.

Qualifications

• Graduate/Postgraduate in Finance, Commerce, or related field.
• 3-6 years of experience in Wealth Management or Private Banking.
• Strong understanding of financial products and investment instruments.
• Excellent communication, interpersonal, and negotiation skills.

Responsibilities

• Acquire new HNI/UHNI clients through various channels.
• Build and manage client portfolios across asset classes (PMS, AIFs, Bonds, Unlisted Shares, MFs, Insurance).
• Advise clients on wealth products based on goals, risk appetite and horizon.
• Serve as trusted advisor to maintain high client satisfaction and long-term relationships.
• Meet and exceed targets for asset mobilization and revenue generation.
• Stay updated on market trends and new product offerings to provide insights.

Skills

Client acquisition

Portfolio management

Product advisory

Relationship management

Revenue generation

Market intelligence

Education

Graduate/Postgraduate in Finance or 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 Private Banking.
• 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.