Wealth Advisor PCG
Wealth Advisor PCG
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Job Description
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:
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Manage investment portfolios for HNI/Ultra-HNI clients.
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Provide advisory on financial products – Mutual Funds PMS Bonds Insurance Alternate Investments.
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Develop tailored financial & estate planning strategies.
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Acquire new clients and deepen existing client relationships.
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Ensure compliance with regulatory guidelines.
Requirements:
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2–12 years of experience in wealth management/financial advisory.
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Strong understanding of financial markets & investment products.
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Excellent communication and relationship-building skills.
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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
Employment Type
Full Time
