Job Title: Wealth Manager – HNI/UHNI Clients
Organization: Motilal Oswal Financial Services Limited
Location: Bangalore
Key Responsibilities
- Acquire and onboard HNI/UHNI clients through networking, referrals, and structured outreach; build a strong client pipeline.
- Manage and advise on diversified portfolios across PMS, AIFs, Mutual Funds, Bonds, Insurance, and alternative investments.
- Provide customized investment solutions aligned with client goals, risk profile, and time horizon; conduct periodic reviews.
- Develop long-term client relationships and deliver a high-quality advisory experience.
- Drive AUM growth through cross-selling and upselling; achieve assigned business targets.
- Stay updated on market trends and ensure adherence to regulatory and compliance standards.
Ideal Candidate Profile
- Experience: 4+ years in wealth management, private banking, or investment product sales
- Expertise: Strong knowledge of investment products and client relationship management
Interested
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Avdhut - 7796426971
