
Wealth Manager
3 days ago
Company Description
Motilal 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 Mumbai, our extensive network spans over 550 cities with 2500+ business locations. Renowned for our research-led approach, we invest significantly in equity research to provide the highest quality advice. We have consistently been recognized for our performance in equity broking and research.
Role Description
This is a full-time on-site role for a Wealth Manager based in Gurugram. The Wealth Manager will be responsible for financial planning, investment management, and overseeing investments. Daily tasks include providing personalized financial advice, managing client portfolios, and identifying growth opportunities. The role requires regular interaction with clients to assess their needs, helping them achieve their financial goals through various financial products and services.
Qualifications
- Skills in Financial Planning and Finance
- Experience in Investment Management and overseeing Investments
- Knowledge of Insurance products and services
- Strong communication and client relationship management skills
- Ability to analyze and interpret market trends and data
- Bachelor's degree in Finance, Economics, or related field
- Professional certifications such as CFA, CFP are a plus
- Prior experience in wealth management or financial advisory roles
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