Senior Wealth Manager

Company Description

Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a well-diversified financial services firm headquartered in Mumbai. With over 12,000 team members, MOFSL offers a range of financial products and services including Private Wealth, Retail Broking, Asset Management, and Investment Banking. The company serves a diversified client base comprising retail customers, mutual funds, and corporate clients. MOFSL has a robust research foundation, investing almost 10% of revenue in equity research and employing over 25 research analysts. Recognized for its quality services, MOFSL has received numerous accolades, including the Best Performing Equity Broker (National) at the CNBC TV18 Financial Advisor Awards for five consecutive years.

Are you ready to be more than just a financial advisor? Step into the role of a Wealth Manager — a trusted confidant, strategic visionary, and steward of prosperity for High and Ultra High Net-Worth Individuals (HNI/UHNI). Your mission? To shape financial destinies with intelligence, integrity, and innovation.

Client Acquisition & Relationship Leadership

• Build and nurture a portfolio of elite clients with an existing

  AUM ( MF, PMS, AIF, Broking ) of ₹30 Cr and above

  .
• Bring your personal network to life —

  20% of your client base should transition with you within the first 90 days

  .
• Become a strategic partner in their wealth journey, not just a service provider.

Holistic Wealth Management

• Be the architect of tailored financial strategies spanning

  financial planning, investment advisory, and wealth preservation

  .
• Offer cutting-edge advice across multiple asset classes —

  Mutual Funds, PMS, AIFs, Unlisted Equity, Bonds, and NCDs

  .
• Navigate market complexities to help clients grow, protect, and pass on their wealth with purpose.

Product & Market Expertise

• Stay ahead of the curve with deep knowledge in both

  life and general insurance

  , crafting risk-mitigation strategies that complement investment goals.
• Be the go-to expert for discerning clients looking to diversify and optimize their portfolios.

Analytical & Strategic Thinking

• Leverage sharp analytical abilities and structured problem-solving to unlock value for clients.
• Continuously assess portfolio performance and adjust strategies to align with evolving market conditions and life goals.

Communication & Influence

• Use your

  exceptional interpersonal skills

  to build trust and long-term relationships.
• Translate complex financial concepts into clear, compelling narratives that empower clients to make informed decisions.

Qualifications that Command Respect

• A Bachelor's degree in Finance, Economics, or a related field is essential; advanced certifications like

  CFA or CFP

  are highly regarded.
• Demonstrated success in a similar wealth management or financial advisory role, with a proven track record of client retention and AUM growth.

This is not just a job. It's an opportunity to manage wealth with wisdom, lead with integrity, and leave a lasting legacy in the lives of your clients.

Let’s redefine what it means to be a Wealth Manager