Wealth Manager

We are Hiring: Wealth Manager – Private Wealth 🚀Location- Ahmedabad, Surat, Rajkot, Vadodara
Motilal Oswal Financial Services Ltd. is looking for a dynamic Wealth Manager to acquire, manage, and grow an HNI/UHNI client base with end-to-end wealth solutions.
📌 Key Responsibilities:Client Acquisition: Build HNI/UHNI client bases via cold calling, networking, & market mapping.Portfolio Management: Manage multi-asset portfolios across PMS, AIFs, Bonds, Unlisted Shares, MFs, & Insurance.Advisory & Revenue: Deliver goal-based product advice while driving AUM mobilization and revenue targets.Relationship Management: Act as a trusted financial advisor to ensure high long-term client retention.
🎯 Candidate Requirements:Graduate / Postgraduate in Finance, Commerce, or related field.3–10+ years of experience in Wealth Management or Private Banking.Strong product knowledge across traditional & alternative investments.NISM VA, NISM XA/XB, or CFP certifications are a plus.
📩 Fast-Track Application: Bypass the portal and share your CV directly via WhatsApp: 7796426971

Skills
Cold Calling, Wealth Management

Work arrangement
No