Private Wealth Management Specialist

Job Title: Wealth Manager – Private Wealth (HNI / UHNI)
Locations: Prabhadevi, Mumbai
Company Name: Motilal Oswal Financial Services Ltd
About the Role Motilal Oswal Financial Services Ltd. is hiring experienced Wealth Managers / Private Bankers to expand its Private Wealth division across Gujarat. You will acquire, advise, and manage HNI, UHNI, and Family Office portfolios backed by Motilal Oswal’s research-first platform and open-architecture product suite.
Key Responsibilities
Acquire & Grow: Onboard HNI/UHNI clients through market mapping, networking, and referrals to drive AUM and revenue growth.
Multi-Asset Advisory: Structure tailored portfolios across PMS, AIFs, Unlisted Shares, Bonds, Structured Products, and Mutual Funds.
Retain & Steward: Conduct periodic portfolio reviews and deliver goal-based advisory to ensure high client retention.
What We’re Looking For
3–15+ years of experience in Private Banking, Wealth Management, or Family Office Advisory.
Proven track record in HNI/UHNI acquisition and deep product knowledge across traditional and alternate asset classes.
Graduate / Postgraduate in Finance, Commerce, or Management (Any filed).
Fast-Track Your Application: Apply here or WhatsApp your CV directly to Talent Acquisition for a confidential discussion: 7796426971
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Skills
Wealth Management, Talent Acquisition

Experience
3-15 yrs

Work arrangement
No