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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