Private Wealth Manager Job in Mumbai at Motilal Oswal Financial Services

Key Deliverables

1. Critical:

• Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. 
• Monitor financial market trends to ensure that client plans are responsive.
• Must ensure the growth of AUM / Book Size
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Responsible for business development through acquisition of high net-worth clients.
• Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

2. Routine:

• Analyse client portfolios and make necessary suggestions.
• Recommend financial products.
• Responsible for identifying customer needs and assessing their risk appetite
• Provide regular updates to the immediate superior as and when required
• Create and enforce plans that will help meet the needs of the customer.

Role Requirements

• Educational Qualifications: Graduation / Post Graduation in any discipline
• Experience: 5+ Years of Wealth Management experience in the industry/Must be from Wealth Platform or banking background.
• Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform
• IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)

Focus on a customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to blossom into a 10,500+ member team.