Senior Wealth Manager

2 weeks ago


bangalore, India Motilal Oswal Financial Services Ltd Full time

Company Name: Motilal Oswal Financial Services Limit (MOFSL)Location - Bengaluru, ChennaiProfile - Wealth ManagerKey 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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