Private Banker

Company Description

Motilal Oswal Private Wealth (MOPW), part of the renowned Motilal Oswal Group, is recognized for its knowledge-based investing and proven track record spanning over 37 years. Established in 2007, MOPW specializes in serving Corporates, Institutions, High Net Worth, and Ultra High Net Worth Individuals. With a strong foundation in research, a client-centric approach, and an open architecture framework, MOPW is dedicated to helping clients achieve long-term financial goals and transform ambitions into enduring legacies.

Role Description

This is a full-time, on-site role for a Private Banker based in Mumbai. The Private Banker will be responsible for delivering exceptional service and value to clients, leveraging investment expertise, conducting research, and providing customized solutions. Daily responsibilities include developing relationships with clients, analyzing financial needs, and identifying opportunities for portfolio enhancements. The role also involves staying updated on market trends to help clients achieve their financial objectives effectively.

Qualifications

• Financial Planning and Wealth Management expertise
• Client Relationship Management and Networking skills
• Proficiency in Investment Analysis and Portfolio Management
• Knowledge of Market Trends and Economic Updates
• Strong Communication, Presentation, and Interpersonal skills
• Ability to work collaboratively in a team and provide tailored solutions
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Certifications such as CFP, CFA, or equivalent are advantageous