Private Wealth Advisor Motilal Oswal Wealth Limited

  • company name Motilal Oswal Wealth Limited
  • working location Office Location
  • job type Full Time

Experience: 3 - 3 years required

Pay:

Salary Information not included

Type: Full Time

Location: All India

Skills: Financial planning, Investments, Business Relationship Management, Estate Planning, Strong analytical skills, Certified Financial Planning, ProblemSolving Skills, Excellent communication, Interpersonal Abilities

About Motilal Oswal Wealth Limited

Job Description

Company Description Motilal Oswal Wealth Limited (MOPW) is a part of Motilal Oswal Group, known for knowledge-based investing with a track record of over 36 years. MOPW caters to Corporates/Institutions, High Net Worth, and Ultra High Net Worth Individuals by identifying the right mix of Fund Managers for winning portfolios. Relationship managers are equipped with the science and art of investing to provide valuable insights on wealth creation through exclusive knowledge events. Role Description This is a full-time hybrid role for a Private Wealth Advisor at Motilal Oswal Wealth Limited in Mumbai Metropolitan Region. The role involves financial planning, business relationship management, estate planning, certified financial planning, and investments. Some remote work is acceptable. Qualifications Financial Planning and Investments skills Business Relationship Management Strong analytical and problem-solving skills Excellent communication and interpersonal abilities Ability to work independently and collaboratively Experience in the financial services industry Bachelors degree in Finance, Economics, or related field,