Wealth Advisor PCG

Mumbai - India

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Position: PCG Advisor (Private Client Group)

Location: Mumbai Maharashtra India
CTC: 15 LPA

Role Overview:
We are looking for a PCG Advisor to manage and grow relationships with High Net Worth (HNI/Ultra-HNI) clients by providing comprehensive wealth management solutions.

Key Responsibilities:

Manage investment portfolios for HNI/Ultra-HNI clients.
Provide advisory on financial products – Mutual Funds PMS Bonds Insurance Alternate Investments.
Develop tailored financial & estate planning strategies.
Acquire new clients and deepen existing client relationships.
Ensure compliance with regulatory guidelines.

Requirements:

2–12 years of experience in wealth management/financial advisory.
Strong understanding of financial markets & investment products.
Excellent communication and relationship-building skills.
Proven track record in handling HNI clients.

Skills: Advisory client acquisition investment products TPP

Apply Now: Send your resume to or WhatsApp at

Regards
Team HR
Staffiaa Services

Skills

Wealth Advisory, Mumbai, Wealth Management

Position: PCG Advisor (Private Client Group) Location: Mumbai Maharashtra India CTC: 15 LPA Role Overview: We are looking for a PCG Advisor to manage and grow relationships with High Net Worth (HNI/Ultra-HNI) clients by providing comprehensive wealth management solutions. Key Responsibi...