Wealth Manager

Greetings from Motilal Oswal Financial. We are looking for a Wealth Manager with a minimum of 4 years of experience in handling HNI relationships, sales, and financial planning for HNI clients in the BFSI sector, along with strong business and market knowledge. The ideal candidate should have experience in HNI client acquisitions, relationship management, and client servicing.

Role & responsibilities

Ability to inspire trust and confidence in clients.

• Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
• A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
• Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
• Good oral and written communication skills with clarity of thought, speech and expression
• Good interpersonal skills
• Good Analytical Skills

Preferred candidate profile

1. Stability - at least average of 2-3 years in each of his last jobs/ should not have changed more than 2 jobs in last 5 years

2. From the same Geography Candidate should be from the same location

3. Candidate who has earned incentives

4. Hands on experience in HNI relationships no retail, no franchisee network, no online / tele calling sales.

5. Ability and willingness to manage clients not dependent on assignment clients by organization.

6. Has passion and willingness for field work and relationship management

7. Preferably from HNI Broking/PCG Desk of Stock Broking Equity Segment organization with High Value relationships

8. Willing to work in individually capacity

9. Candidates already interviewed and rejected in the past should not be considered

Interested Candidate Kindly share your update CV to thabitha.shreen@motilaloswal.com

Thanks and Regard's

Thabitha Shreen (Talent Acquisition)