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Job Code

1512426

Private Client Group Advisor - BFS

5 - 6 Years.Delhi
Posted 2 weeks ago
Posted 2 weeks ago

We are looking for an experienced PCG Advisor to join our financial services team in Delhi. The ideal candidate will be responsible for managing and expanding relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). The role requires strong financial expertise, investment advisory skills, and the ability to provide tailored wealth management solutions.

Key Responsibilities :-

- Build and manage relationships with HNW and UHNW clients.

- Offer personalized investment and wealth management advice based on client needs.

- Develop and execute financial strategies to optimize client portfolios.

- Keep track of market trends, financial instruments, and investment opportunities.

- Ensure compliance with regulatory and company guidelines.

- Coordinate with internal teams to provide comprehensive financial solutions.

- Achieve revenue and business growth targets through client acquisition and retention.

Requirements :-

- Experience: Minimum 5 years in wealth management, investment advisory, or financial planning.

- Education: Bachelor's degree in Finance, Business, Economics, or a related field (MBA/CFA/CFP preferred).

- Skills: Strong financial acumen, excellent communication, relationship management, and advisory skills.

- Certifications: SEBI-registered investment advisor certification (preferred).

- Network: Strong existing relationships with HNW and UHNW clients is a plus.

Benefits:-

- Competitive salary and performance-based incentives.

- Opportunity to work with a reputed financial services company.

- Professional growth and development opportunities.

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Posted By

Job Views:  
29
Applications:  16
Recruiter Actions:  0

Job Code

1512426

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