Advisor - Wealth Management - Private Client Group

Job Title: PCG Wealth

Location: Mumbai

Experience: Minimum 5 Years

Industry: Wealth Management / Financial Services

Role Overview:

We are seeking an experienced and client-focused PCG Wealth Advisor to join our team in Mumbai. The ideal candidate will have a proven track record of managing and growing relationships with HNI and UHNI clients, along with the ability to move a minimum book size of 20 Cr.

Key Responsibilities:

- Manage a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients by providing tailored investment advice and wealth management solutions.

- Build, retain, and grow a book size of at least 20 Cr through deep client engagement and relationship-building.

- Offer advisory across asset classes, including equities, mutual funds, fixed income, insurance, PMS, and AIF products.

- Ensure high standards of client servicing and compliance with regulatory norms.

- Work closely with the research, product, and operations teams to deliver holistic wealth management solutions.

Key Requirements:

- Minimum 5 years of experience in wealth management, private banking, or financial advisory roles.

- Demonstrated ability to manage and advise HNI/UHNI clients with a consultative approach.

- Proven track record of moving/managing a book of 20 Cr or more.

- Strong understanding of financial products, investment strategies, and market dynamics.

- Excellent interpersonal, communication, and client relationship skills.

- Relevant certifications (e.g., NISM, CFP) preferred.