Wealth Manager

2 days ago


Bengaluru India Motilal Oswal Financial Services Ltd Full time

Job Description Key Responsibilities: Client Acquisition & Relationship Management - Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. - Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management - Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. - Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability - Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. - Recommend appropriate investment solutions based on client profiles and market outlook. Performance Tracking & Compliance - Monitor portfolio performance, provide regular reviews, and suggest timely rebalancing. - Ensure adherence to regulatory guidelines and internal compliance standards. Business Growth & Market Intelligence - Meet revenue, asset mobilization, and client activation targets. - Stay updated on market trends and new products to deliver timely insights. Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut: 7796426971


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