Job Description
Job Title: Wealth Manager
Organization: Motilal Oswal Financial Services Limited
Location: Bengaluru, India
Role Summary
The Wealth Manager will be responsible for managing and expanding relationships with Affluent and High Net Worth (HNI) clients. The role focuses on driving Assets Under Management (AUM) growth, enhancing client engagement, and delivering customized investment advisory solutions aligned with clients’ financial goals.
Key Responsibilities
- Develop, manage, and grow a portfolio of Affluent and HNI clients
- Drive AUM growth and maximize client wallet share through strategic advisory
- Provide personalized investment recommendations and portfolio management services
- Identify and acquire new clients through structured market mapping and networking
- Track market trends and proactively recommend suitable investment strategies
- Collaborate with internal research and product teams to deliver enhanced client solutions
- Organize and lea...
Organization: Motilal Oswal Financial Services Limited
Location: Bengaluru, India
Role Summary
The Wealth Manager will be responsible for managing and expanding relationships with Affluent and High Net Worth (HNI) clients. The role focuses on driving Assets Under Management (AUM) growth, enhancing client engagement, and delivering customized investment advisory solutions aligned with clients’ financial goals.
Key Responsibilities
- Develop, manage, and grow a portfolio of Affluent and HNI clients
- Drive AUM growth and maximize client wallet share through strategic advisory
- Provide personalized investment recommendations and portfolio management services
- Identify and acquire new clients through structured market mapping and networking
- Track market trends and proactively recommend suitable investment strategies
- Collaborate with internal research and product teams to deliver enhanced client solutions
- Organize and lea...