PCG & Wealth Management Opportunities

PCG & Wealth Management Opportunities

Location: Mumbai

Industry: Financial Services

Employment Type: Full-time

We are currently shortlisting experienced professionals for multiple opportunities in Private Client Group (PCG) and Wealth Management with a leading financial services organization.

Candidates with experience in HNI/UHNI client management, trading, wealth management, AUM growth, business development and team leadership are encouraged to apply.

Open Positions1. Advisor – PCG

Experience: Minimum 3 Years

CTC: ₹6 LPA – ₹25 LPA

Key Responsibilities:

  • Manage HNI & UHNI clients
  • Trading and order punching
  • Client acquisition and servicing
  • Cross-selling financial products
  • Handle cash, equity, options and derivatives
Key Requirements:
  • 3+ years of relevant experience
  • Experience in trading and order punching
  • HNI/UHNI client handling experience
  • Strong communication and business development skills
  1. Advisor – PCG | Team Leader
Experience: Minimum 5 Years CTC: ₹15 LPA – ₹35 LPA

Key Responsibilities:

  • Lead a team of 4–5 members
  • Drive individual and team business targets
  • Manage HNI/UHNI clients
  • Trading, order punching and business development
Key Requirements:
  • 5+ years of relevant experience
  • Ability to bring and lead a team of 4–5 members
  • Strong HNI/UHNI client exposure
  • Knowledge of derivatives, options, cash and equity trading
  1. PCG Wealth Manager
Experience: Minimum 5 Years CTC: ₹10 LPA – ₹30 LPA

Key Responsibilities:

  • Manage HNI/UHNI client portfolios
  • Provide wealth management solutions
  • Grow and manage Assets Under Management (AUM)
Key Requirements:
  • 5+ years of relevant experience
  • Minimum transferable book size of ₹30 Crore
  • Relevant experience in Private Banking / Wealth Management / Relationship Management
Preferred Profiles:
  • Private RM
  • Burgundy RM
  • Wealth Manager
  • Imperia RM
  • Preferred RM
  1. Group Leader – PCG Wealth
Experience: Minimum 8 Years CTC: ₹15 LPA – ₹30 LPA

Key Responsibilities:

  • Lead a wealth management team
  • Drive AUM and revenue growth
  • Lead and develop a team of 4–5 members
  • Drive business expansion and client relationships
Key Requirements:
  • 8+ years of relevant experience
  • Ability to bring and lead a team of 4–5 members
  • Transferable book size of ₹50–80 Crore
  • Strong HNI/UHNI client relationships
  • Banking / Wealth Management background preferred
Who Should Apply?

Professionals currently working in

  • PCG / Private Client Group
  • Wealth Management
  • Private Banking
  • Relationship Management
  • HNI/UHNI Client Management
  • Investment & Financial Services
Candidates should have a proven track record in client acquisition, relationship management, AUM/business growth or team leadership , depending on the position.

Application

Interested candidates can apply through the ECS-Score application link associated with this job posting.

Relevant referrals are welcome.

  • Compensation and role level will depend on experience, profile, existing business/book and suitability for the respective position.
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