Senior Wealth Manager

3 weeks ago

Gurugram, India Motilal Oswal Financial Services Ltd Full time

Company Description


Motilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance. With a customer-first attitude, ethical and transparent business practice, respect for professionalism, and research-based value investing, we have grown into a 10,500+ member team with a network spread over 550 cities and towns comprising 2500+ Business Locations operated by our Business Partners, us, and 5.2 Million+ customers. Our research is the foundation of our financial advice, and we invest almost 10% of our revenue in equity research, and currently have 25+ research analysts researching over 250 companies across 20 sectors.

Role Description


We are looking for a Sr. Wealth Manager for our Gurugram office. This is a full-time on-site role. As a Sr. Wealth Manager, you will be responsible for strengthening and managing relationships with high net worth individuals, identifying the customer's investment profile, developing and reviewing the customer's wealth management strategies, and managing their financial portfolios.

Qualifications


  • Bachelor's degree or higher in finance, business administration or a related field.
  • Minimum 5 years of experience in Wealth Management with proven track record of managing relationships with High Net Worth Individuals.
  • Firm foundation in finance and economics, with knowledge and experience in financial markets and investment products such as equities, bonds, mutual funds, derivatives, structured products, etc.
  • A strong understanding of financial planning, wealth management concepts and strategies, and related financial tools and techniques.
  • Excellent interpersonal and relationship management skills, advanced analytical and problem solving skills.
  • CFPCM, CWM, CFA, or equivalent certification is preferred.
  • Current working and having minimum aum of 15cr and above.

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