Private Wealth Management Specialist

Career Opportunity: Wealth Manager – Private Wealth | Pune
Motilal Oswal Financial Services Ltd. is expanding its Private Wealth division in Pune and invites applications from accomplished Wealth Managers and Private Bankers to manage and grow High Net-Worth (HNI) and Ultra-High Net-Worth (UHNI) client portfolios.
Role OverviewClient Acquisition: Identify, map, and onboard HNI and UHNI clients through structured market mapping, networking, and strategic outreach.Multi-Asset Portfolio Management: Design and execute goal-based asset allocation across PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.Revenue & AUM Growth: Drive net new asset mobilization and portfolio expansion while upholding institutional advisory standards.Client Stewardship: Build enduring, high-trust relationships through disciplined portfolio reviews and market insights.
Candidate QualificationsExperience: 3–15+ years of proven experience in Wealth Management, Private Banking, or Priority Banking.Domain Expertise: Strong working knowledge of both traditional and alternative investment instruments.Education: Graduate or Postgraduate in Finance, Commerce, Economics, or Business Management.
No long forms. Connect directly with Talent Acquisition on WhatsApp: 📲 7796426971
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Skills
Wealth Management, Talent Acquisition

Experience
3-15 yrs

Work arrangement
No