Job Title: PCG Wealth Manager
Location: Mumbai
Experience Required: Minimum 5 Years
Role Overview:
We are seeking a dynamic and experienced PCG Wealth Manager to join our growing team in Mumbai.
The ideal candidate will be responsible for managing and growing a portfolio of HNI and UHNI clients, delivering customized investment solutions, and contributing to overall revenue growth.
Key Responsibilities:
Client Relationship Management:
- Manage and grow a portfolio of over 500 HNI and UHNI clients.
- Maintain daily communication with clients to review portfolios and ensure client satisfaction.
- Consistently exceed quarterly revenue and client acquisition targets.
Investment Advisory:
- Understand client investment needs and provide personalized financial solutions.
- Offer advisory on a broad range of wealth products including PMS, AIFs, Mutual Funds, Equity, Life & Health Insurance, Bonds, Corporate FDs, Unlisted Shares, and proprietary products.
Portfolio Management:
- Ensure minimum book size movement of - 20 Cr.
- Regularly monitor portfolio performance and recommend rebalancing strategies when needed.
Product & Strategy Alignment:
- Collaborate with internal product development and marketing teams to enhance service offerings tailored to client needs.
Ideal Candidate Profile:
- Experience: Minimum 5 years in wealth management or private banking.
- Preferred Background: Candidates with prior experience as Privi RM, Burgundy RM, Wealth Manager, Imperia RM, or Preferred RM from reputed Wealth or Private Banking Channels.
- Book Size: Should have managed a minimum client book of - 20 Cr.
Skills Required:
Strong understanding of financial products and markets.
Excellent relationship management and interpersonal skills.
Proven track record in revenue generation and client acquisition.
Company: PCG Wealth
Industry: Financial Services / Wealth Management
Location: Mumbai
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