Private Banker

Company Description Motilal Oswal Private Wealth (MOPW), part of the Motilal Oswal Group, specializes in knowledge-based investing backed by a performance track record of over 37 years. Established in 2007, MOPW serves corporates, institutions, high-net-worth, and ultra-high-net-worth individuals. The firm operates with a strong research-driven approach and an open-architecture framework, enabling access to a wide range of investment solutions. By combining deep client understanding with robust financial expertise, MOPW focuses on helping clients build and preserve long-term wealth. SEBI registration details are available in line with SEBI Social Media Circular at https://shorturl.at/P5dr9.
Role Description This is a full-time, on-site Private Banker role based in New Delhi. The Private Banker will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients by providing tailored wealth management and investment solutions. Daily responsibilities include assessing client financial goals, developing and reviewing financial plans, monitoring portfolios, and recommending asset allocation strategies. The role involves regular client meetings, market and product research, and close coordination with internal investment and product teams to deliver suitable offerings. The Private Banker will also be responsible for compliance with regulatory requirements and internal policies while maintaining high standards of client service and confidentiality.
Qualifications
Strong skills in Financial Planning and Asset Allocation to design and manage comprehensive wealth management strategies.
Solid understanding of Finance and Investments to analyze markets, products, and portfolio performance.
Proven experience in Private Banking, including relationship management with HNW and UHNW clients.
Excellent communication, negotiation, and interpersonal skills to build long-term client relationships.
Ability to interpret financial data, assess risk profiles, and make informed recommendations.
Bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
High level of integrity, client confidentiality, and adherence to regulatory and internal compliance standards.
Comfort working in a target-driven environment with a focus on quality advisory and client outcomes.

Work arrangement
No