Wealth Manager

We are looking for passionate and result-oriented Wealth Managers who have experience in managing HNI & UHNI clients and a strong understanding of financial products and investment solutions.

Experience: 2+ Years

Position: Wealth Manager

Key Responsibilities

• Manage and build strong relationships with HNI & UHNI clients.
• Understand clients' financial goals and provide suitable investment solutions.
• Advise clients on Mutual Funds, PMS, AIFs, Equity, Bonds and other financial products.
• Grow the existing client portfolio and generate new business.
• Identify cross-selling and up-selling opportunities.
• Regularly review client portfolios and ensure excellent client servicing.
• Achieve business targets and drive AUM growth.

Desired Candidate Profile

• Minimum 2+ years of experience in Wealth Management.
• Mandatory experience in handling HNI & UHNI clients.
• Good knowledge of financial markets and investment products.
• Strong relationship management and communication skills.
• Business-oriented with a focus on client acquisition and revenue generation.

Be a part of Motilal Oswal and build long-term relationships while helping clients grow their wealth!

Interested candidates can upload their updated resumes.