Senior Wealth Manager

Role & responsibilities

Organization:

About the Role

Private Wealth Advisory

Key Responsibilities

• Manage and grow a high-value portfolio of

  HNI & UHNI clients

  through long-term relationship building
• Deliver comprehensive wealth advisory across:
  
• Equity & Debt Markets
  
• PMS & AIFs
  
• Mutual Funds
  
• Structured Products
  
• Portfolio Advisory Services
  
• Insurance & Estate Planning solutions
  
• Drive

  AUM growth, revenue generation, and client retention

• Provide customized investment strategies aligned with client risk appetite and life goals
  
• Act as a trusted advisor by offering market insights, portfolio reviews, and proactive recommendations
  
• Collaborate with internal research, product, and investment teams to deliver best-in-class solutions
  
• Ensure full compliance with regulatory, risk, and internal governance frameworks
  
• Mentor junior relationship managers and contribute to team performance
  

Candidate Profile

• 8+ years of experience in

  Wealth Management / Private Banking / Investment Advisory

• Strong exposure to

  HNI & UHNI client handling

• Proven track record in

  AUM growth and revenue delivery

• Deep understanding of capital markets and investment products
  
• Excellent relationship management, communication, and negotiation skills
  
• Ability to work independently while managing complex client portfolios
  

Qualifications

• Graduate / Postgraduate in Finance, Management, or related field
  

Why Motilal Oswal

• Renowned brand with strong research-driven advisory culture
  
• Access to a wide suite of investment and wealth solutions
  
• High-quality client base and long-term relationship focus
  
• Performance-oriented environment with leadership visibility and growth opportunities