Wealth Manager

Company Description Motilal Oswal Financial Services Ltd. (MOFSL) is a diversified financial services firm headquartered in Mumbai, serving over 5.2 million customers across 550+ cities and towns through 2500+ business locations. Built on a customer-first attitude, ethical and transparent practices, and strong research-based value investing, MOFSL has grown from a small sub-broking unit in 1987 into a 12,000+ member team. The company offers a broad suite of services including Private Wealth, Retail and Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity and Currency Broking, and Home Finance. MOFSL invests significantly in equity research, with dedicated analysts covering hundreds of companies and sectors, and is widely recognized with multiple national awards for its performance and advisory quality. Candidates joining MOFSL can expect a professional environment that values technology, research, and long-term client relationships.
Role Description This is a full-time, on-site Wealth Manager role based in the Pune Division. The Wealth Manager will manage and grow a portfolio of clients, with a focus on High Net Worth Individuals and affluent retail customers, by understanding their financial goals and designing tailored wealth management solutions. Daily responsibilities include conducting financial assessments, recommending investment and insurance products, monitoring portfolio performance, and rebalancing strategies in line with market developments and client objectives. The role involves regular client meetings, preparation of investment proposals, coordination with internal research and product teams, and ensuring compliance with regulatory and internal guidelines. The Wealth Manager is expected to build long-term relationships, drive new client acquisition, and contribute to overall business growth through proactive advisory and high-quality client service.
Qualifications
Strong skills in Financial Planning to assess client goals, risk profiles, and long-term wealth creation needs.
Expertise in Investment Management and Investments to construct, review, and optimize client portfolios.
Solid understanding of Finance to interpret market trends, products, and macroeconomic factors affecting client wealth.
Knowledge of Insurance solutions to provide comprehensive risk management and protection strategies for clients.
Bachelor’s degree or higher in Finance, Economics, Business, or a related field; professional certifications such as CFP, CFA, or NISM licenses are an advantage.
Proven experience in wealth management, private banking, or financial advisory, preferably working with HNI or affluent clients.
Excellent communication, presentation, and relationship-building skills, with the ability to explain complex financial concepts clearly.
Strong ethical orientation, attention to detail, and familiarity with relevant regulatory frameworks and compliance requirements.

Work arrangement
No