Wealth Manager

2 days ago

Gurgaon, Haryana, India Motilal Oswal Financial Services Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

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

  • Wealth Manager

    17 hours ago

    Gurgaon, Haryana, India Planify Capital Limited Full time ₹ 15,00,000 - ₹ 20,00,000 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...

  • Senior Wealth Manager

    2 days ago

    Gurgaon, Haryana, India Motilal Oswal Financial Services Ltd Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company DescriptionMotilal 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...

  • Wealth Manager

    5 days ago

    Gurgaon, Haryana, India Kazam Full time

    Key Responsibilities- Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives.- Design and implement investment strategies, monitor performance, and rebalance portfolios as needed.- Guide clients through complex investment products such as AIFs and unlisted shares.- Stay updated with regulatory...

  • Senior Wealth Manager

    2 days ago

    Gurgaon, Haryana, India Elevation Hr Full time ₹ 15,00,000 - ₹ 20,00,000 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-Real Estate Sales

    4 weeks ago

    Gurgaon, Haryana, India Valion Full time

    Job DescriptionCompany DescriptionValion is Indias first P.R.E.F.O Private Real Estate Family Office with over 10 years of experience and presence in Gurgaon, Mumbai, and Singapore. Valion is a trusted partner to over 2000 HNI/ Super HNIC families with combined investments and assets under management of INR 4000 crores. The group offers services through...

  • Wealth Manager-Real Estate Sales

    2 days ago

    Gurgaon, Haryana, India Valion Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company DescriptionValion is India's first P.R.E.F.O "Private Real Estate Family Office" with over 10 years of experience and presence in Gurgaon, Mumbai, and Singapore. Valion is a trusted partner to over 2000 HNI/ Super HNIC families with combined investments and assets under management of INR 4000 crores. The group offers services through brands like...

  • Personalized Wealth Management Services

    4 minutes ago

    Gurgaon, Haryana, India beBeeWealthManagement Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Overview:We are seeking a skilled professional to join our wealth management team as a Portfolio Advisor. As a key member, you will be responsible for providing expert guidance to clients on building well-diversified investment portfolios.Key responsibilities include designing and implementing tailored investment strategies, monitoring portfolio...

  • Strategic Wealth Management Specialist

    7 days ago

    Gurgaon, Haryana, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 30,00,000

    Investment Advisor RoleAbout the Job:This role involves working with experienced professionals in financial planning and wealth management, requiring 3 to 10 years of relevant industry experience.Main Responsibilities:Client Relationship Building:Establish long-term, trust-based relationships with clients.Identify new business opportunities through existing...

  • Wealth Management Operations Specialist

    3 days ago

    Gurgaon, Haryana, India beBeeCustomer Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Title: Process Associate, Wealth ManagementWe are seeking a highly motivated and detail-oriented individual to join our team as a Process Associate in Wealth Management. As a key member of our operations unit, you will play a critical role in delivering exceptional service to our clients.Key Responsibilities:To work well on requests sent by the...

  • Senior Wealth Manager

    5 days ago

    Gurgaon, Haryana, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 17,50,000

    Strategic Financial Advisor RoleThe Strategic Financial Advisor role is designed for experienced professionals in financial planning and wealth management, with 3 to 10 years of relevant industry experience.