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🚀 Career Opportunity | Wealth Management – HNI/UHNI
Motilal Oswal Financial Services Ltd. (MOFSL) is a leading diversified financial services group with a strong presence across Private Wealth, Broking, Asset Management, Investment Banking, Private Equity, and other financial solutions.
Founded in 1987 and headquartered in Mumbai, MOFSL serves 5.2+ million customers across 550+ cities and towns, supported by 12,000+ professionals and 2,500+ business locations.
Our approach is built on client-centricity, ethical practices, research-driven investing, and technology-led wealth solutions.
💼 Role: Wealth Manager – HNI/UHNI
Key Responsibilities
Acquire and manage HNI/UHNI clients
Drive AUM and revenue growth
Advise clients across Mutual Funds, PMS, AIFs, Bonds, Unlisted Shares, Insurance & other wealth solutions
Develop long-term client relationships and deliver customized investment solutions
Identify new business opportunities and achieve defined business objectives
🎯 Ideal Candidate
Experience in Wealth Management / Private Banking / Financial Advisory
Proven ability in HNI/UHNI client acquisition and relationship management
Strong understanding of investment and wealth-management products
Excellent communication, networking and relationship-building skills
Entrepreneurial mindset with a strong focus on business development
📩 Interested?
Candidates interested in exploring this opportunity can share their updated CV for consideration.
To schedule an interview / discuss the opportunity:
Ritik Kumar Singh
📞 7398078060
📧 ritik.kumar@motilaloswal.com
Work arrangement
No
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