Wealth ManagerMotilal Oswal Financial Services Ltd • bangalore, karnataka, in
No longer accepting applications
Wealth Manager
Motilal Oswal Financial Services Ltd • bangalore, karnataka, in
13 days ago
Job descriptionAdvise clients across asset classes : PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based on client profiles and market outlook. Monitor portfolio performance, provide regular reviews, and suggest timely rebalancing. Ensure adherence to regulatory guidelines and internal compliance standards. Meet revenue, asset mobilization, and client activation targets. Stay updated on market trends and new products to deliver timely insights.
Key Responsibilities :
Client Acquisition & Relationship Management
- Acquire and onboard HNI / UHNI clients via referrals, networking, and market mapping.
- Build long-term, trust-based relationships and act as a single point of contact for all wealth needs.
Investment Advisory & Portfolio Management
Financial Planning & Product Suitability
Performance Tracking & Compliance
Business Growth & Market Intelligence
Huge Incentives and Appraisals.
To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Avdhut : 7796426971
Create a job alert for this search
Wealth Manager • bangalore, karnataka, in
Related jobs
Sr. Relationship Manager / Wealth Management
Confidential • Bengaluru / Bangalore, India
Relationship Manager - Wealth Management.Relationship Manager - Wealth Management.You will manage client portfolios, ensure they align with clients' goals, and offer holistic wealth solutions throu...Show more
Last updated: 13 days ago • Promoted
Senior Priority Wealth Manager
Confidential • Bengaluru / Bangalore, India
As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic object...Show more
Last updated: 21 days ago • Promoted
Wealth Management
Confidential • Bengaluru / Bangalore, India
As a Wealth management you will be responsible for acquiring and managing High Net Worth Individual (HNI) and corporate clients for investment and wealth management products.The role involves proac...Show more
Last updated: 25 days ago • Promoted
Leadership - Wealth Management
Wealth Management Firm • Greater Bengaluru Area, India
Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟.We are partnering with one of India’s leading Wealth Management firms to hire a.
Lead and oversee regional / business vertical p...Show more
Last updated: 3 days ago • Promoted
Wint Wealth - Manager - Training & Development
Wint Wealth • Bangalore, India
Description : The problem we are trying to solve at Wint Wealth : Discover a Revolution in Fintech Established in 2020, Wint W...Show more
Last updated: 15 days ago • Promoted
Senior Wealth Manager
Confidential • Bengaluru / Bangalore, India
We enable businesses and investors to make smarter financial decisions through expert advisory, innovative strategies, and actionable insights.
Our team blends analytical rigor with deep market unde...Show more
Last updated: 30+ days ago • Promoted
Partner Engagement Manager
Confidential • Bengaluru / Bangalore
Lead and Drive Engagement of Vyapar Partners through events across PAN India Locations.Plan , Calendarize Events and Drive them to Success.
Manage Event Planning, Execution , Operations , Material M...Show more
Last updated: 9 days ago • Promoted
Senior Wealth Manager / Private Banker
Leading Wealth Management Group • Bangalore Urban, Karnataka, India
Locations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad.We are seeking an accomplished Senior Wealth Manager / Private Banker.
HNI or UHNI client portfolio across key regions.The role involves ...Show more
Last updated: 6 days ago • Promoted
Wealth Relationship Manager
Confidential • Bengaluru / Bangalore, India
The Corner Office HR Partners is a premier Executive Search and HR Consulting firm specializing in senior leadership recruitment for startups and high-growth companies.
We bridge the gap between top...Show more
Last updated: 25 days ago • Promoted
Premier Wealth Manager
Confidential • Bengaluru / Bangalore
Responsible for catering the investment needs of clients by providing them research based advises.Interfacing all queries of clients and understanding their investment needs.Taking care of portfoli...Show more
Last updated: 30+ days ago • Promoted
Associate Director & Wealth Specialist
Confidential • Bengaluru / Bangalore, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 17 days ago • Promoted
SMIFS - Manager - Private Wealth
Smifs Limited • Bangalore, India
As a Wealth Manager Private Wealth, you will serve as a trusted financial advisor to HNI clients, guiding them in wealth creation, preservation, and strategic financial planning.This role demands ...Show more
Last updated: 11 days ago • Promoted
Associate – Wealth Acquisition
Barakah Finserve • Bangalore, IN
Mutual Fund Distributor based in Hyderabad, is looking to onboard.Associates – Wealth Acquisition.Mutual Funds, PMS, AIFs, Direct Equities, Insurance, and comprehensive financial advisory.Associate...Show more
Last updated: 9 hours ago • Promoted • New!
Wealth Manager
Motilal Oswal Financial Services Ltd • Bengaluru, Karnataka, India
Key Responsibilities : Client Acquisition & Relationship Management Acquire and onboard HNI / UHNI clients via referrals, networking, and market mapping.
Build long-term, trust-based relationships and...Show more
Last updated: 13 days ago • Promoted
Wealth Management Intern
Zetheta Algorithms Private Limited • Bengaluru, IN
ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Portfolio Ma...Show more
Last updated: 30+ days ago • Promoted
Urgent Opening- Manager / Sr Manager- Wealth Management
Bajaj Capital Ltd • Bengaluru, IN
Designation- Manager / Sr Manager- Wealth Management.Develop and provide solutions to the client’s basis their requirements.
Conduct timely and regular follow-up with the leads and tag them on broadc...Show more
Last updated: 9 hours ago • Promoted • New!
Priority Wealth Manager
Confidential • Bengaluru / Bangalore, India
Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.Provide professional customer service to achieve a high percentage of customer sa...Show more
Last updated: 22 days ago • Promoted
Wealth Manager
Confidential • Bengaluru / Bangalore, India
At Team ACE HR, we believe in the power of collaboration and diversity of skills to create a successful team.Our goal is to foster a transformational culture where employees and employers can have ...Show more
Last updated: 30+ days ago • Promoted