Senior Wealth Manager

1 week ago

Gurgaon, Haryana, India Motilal Oswal Financial Services Ltd Full time ₹ 3,00,000 - ₹ 15,00,000 per year

Company Description

Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a well-diversified financial services firm headquartered in Mumbai. With over 12,000 team members, MOFSL offers a range of financial products and services including Private Wealth, Retail Broking, Asset Management, and Investment Banking. The company serves a diversified client base comprising retail customers, mutual funds, and corporate clients. MOFSL has a robust research foundation, investing almost 10% of revenue in equity research and employing over 25 research analysts. Recognized for its quality services, MOFSL has received numerous accolades, including the Best Performing Equity Broker (National) at the CNBC TV18 Financial Advisor Awards for five consecutive years.

Are you ready to be more than just a financial advisor? Step into the role of a Wealth Manager — a trusted confidant, strategic visionary, and steward of prosperity for High and Ultra High Net-Worth Individuals (HNI/UHNI). Your mission? To shape financial destinies with intelligence, integrity, and innovation.


Client Acquisition & Relationship Leadership

  • Build and nurture a portfolio of elite clients with an existing
    AUM ( MF, PMS, AIF, Broking ) of ₹30 Cr and above
    .
  • Bring your personal network to life —
    20% of your client base should transition with you within the first 90 days
    .
  • Become a strategic partner in their wealth journey, not just a service provider.


Holistic Wealth Management

  • Be the architect of tailored financial strategies spanning
    financial planning, investment advisory, and wealth preservation
    .
  • Offer cutting-edge advice across multiple asset classes —
    Mutual Funds, PMS, AIFs, Unlisted Equity, Bonds, and NCDs
    .
  • Navigate market complexities to help clients grow, protect, and pass on their wealth with purpose.


Product & Market Expertise

  • Stay ahead of the curve with deep knowledge in both
    life and general insurance
    , crafting risk-mitigation strategies that complement investment goals.
  • Be the go-to expert for discerning clients looking to diversify and optimize their portfolios.


Analytical & Strategic Thinking

  • Leverage sharp analytical abilities and structured problem-solving to unlock value for clients.
  • Continuously assess portfolio performance and adjust strategies to align with evolving market conditions and life goals.


Communication & Influence

  • Use your
    exceptional interpersonal skills
    to build trust and long-term relationships.
  • Translate complex financial concepts into clear, compelling narratives that empower clients to make informed decisions.


Qualifications that Command Respect

  • A Bachelor's degree in Finance, Economics, or a related field is essential; advanced certifications like
    CFA or CFP
    are highly regarded.
  • Demonstrated success in a similar wealth management or financial advisory role, with a proven track record of client retention and AUM growth.

This is not just a job. It's an opportunity to manage wealth with wisdom, lead with integrity, and leave a lasting legacy in the lives of your clients.

Let's redefine what it means to be a Wealth Manager

  • Wealth Management

    2 weeks ago

    Gurgaon, Haryana, India Adriyana Solutions Pvt Ltd Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job Description:The Head of Department (HOD) for Wealth Profile focusing on Mutual Funds, Fixed Deposits (FDs), andDemat Accounts will lead and manage the strategic direction of these specific wealth management services.This role requires a deep understanding of mutual funds, fixed deposit products, demat accounts, and otherwealth management solutions,...

  • Wealth Manager

    5 days ago

    Gurgaon, Haryana, India Renous Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    deVere Group, a leading global financial advisory organizationis hiring –Wealth ManagerExperience: 5+ YearsJob Location: GurgaonAbout the Role:As a Wealth Manager at deVere Group, you will have the opportunity to support individual clients in managing and growing their wealth across borders. Withlicenses in multiple countries, deVere Groupenables seamless...

  • Senior Wealth Manager

    1 week ago

    Gurgaon, Haryana, India Elevation Hr Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Looking for Sr. Wealth Manager with 7+ yrs in HNI acquisition, advisory & portfolio mgmt. Strong in MF, PMS, AIFs, insurance. NISM pref. AUM 1Cr+ ideal. Drive revenue via upselling & strong client relations.

  • Wealth Manager

    7 days ago

    Gurgaon, Haryana, India Planify Capital Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    OverviewProvide strategic, personalized wealth management services to HNI/UHNI clients. Focus on growing, preserving, and transferring wealth using a broad suite of investment instruments, including Mutual Funds, Alternative Investment Funds, and Unlisted Shares. This role demands deep product knowledge, client engagement, and regulatory proficiency.Key...

  • Wealth Manager

    1 week ago

    Gurgaon, Haryana, India Motilal Oswal Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a diversified financial services firm with over 12,000 team members. We offer a wide range of financial products and services including Private Wealth, Retail Broking, Institutional Broking, Asset Management, Investment Banking, and more. Headquartered in...

  • Sales Executive

    1 week ago

    Gurgaon, Haryana, India Finora Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job description Location:MG Road, GurugramAbout UsFinora Wealth is a trusted wealth management company with 25+ years of experience in working with High Net-Worth Individuals (HNIs). We specialize in Mutual Funds, PMS, AIFs, Insurance, and other wealth solutions.We are looking for a Sales Executive to join our team and support our client acquisition efforts...

  • Wealth Manager

    2 weeks ago

    Gurgaon, Haryana, India Grip Invest Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Key ResponsibilitiesAcquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients .Prospect and onboard investment distributors / IFAs to expand product reach.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).Conduct...

  • Deputy Manager – IT/IS

    1 week ago

    Gurgaon, Haryana, India Senior Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionSenior is a UK based MNC and has operations in 12 countries and has 26 operating businesses worldwide serving number of markets. Senior's experienced manpower support, effective use of raw material as well as high technology enable it to deliver optimized components within a short development time and at most competitive prices.Senior...

  • Head of Wealth Management

    3 days ago

    Gurgaon, Haryana, India Findoc Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job Overview:We are looking for an experienced Wealth Head with a strong background in the stock broking industry to join our team. In this role, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.Responsibilities:• Develop and maintain...

  • Director: Portfolio and Wealth Management

    15 hours ago

    Gurgaon, Haryana, India Torfac Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Gurugram, IndiaFull TimeJob Description – Director: Portfolio and Wealth ManagementThe Director – Portfolio & Wealth Management will oversee and manage the organization's investment portfolios and overall wealth strategy. This role is responsible for driving investment performance, asset allocation, liquidity management, and long-term capital...