PCG & Wealth Management Opportunities
Location: Mumbai
Industry: Financial Services
Employment Type: Full-time
We are currently shortlisting experienced professionals for multiple opportunities in Private Client Group (PCG) and Wealth Management with a leading financial services organization.
Candidates with experience in HNI/UHNI client management, trading, wealth management, AUM growth, business development and team leadership are encouraged to apply.
Open Positions1. Advisor – PCG
Experience: Minimum 3 Years
CTC: ₹6 LPA – ₹25 LPA
Key Responsibilities:
- Manage HNI & UHNI clients
- Trading and order punching
- Client acquisition and servicing
- Cross-selling financial products
- Handle cash, equity, options and derivatives
Key Requirements:
- 3+ years of relevant experience
- Experience in trading and order punching
- HNI/UHNI client handling experience
- Strong communication and business development skills
2. Advisor – PCG | Team Leader
Experience: Minimum 5 Years
CTC: ₹15 LPA – ₹35 LPA
Key Responsibilities:
- Lead a team of 4–5 members
- Drive individual and team business targets
- Manage HNI/UHNI clients
- Trading, order punching and business development
Key Requirements:
- 5+ years of relevant experience
- Ability to bring and lead a team of 4–5 members
- Strong HNI/UHNI client exposure
- Knowledge of derivatives, options, cash and equity trading
3. PCG Wealth Manager
Experience: Minimum 5 Years
CTC: ₹10 LPA – ₹30 LPA
Key Responsibilities:
- Manage HNI/UHNI client portfolios
- Provide wealth management solutions
- Grow and manage Assets Under Management (AUM)
Key Requirements:
- 5+ years of relevant experience
- Minimum transferable book size of ₹30 Crore
- Relevant experience in Private Banking / Wealth Management / Relationship Management
Preferred Profiles:
- Private RM
- Burgundy RM
- Wealth Manager
- Imperia RM
- Preferred RM
4. Group Leader – PCG Wealth
Experience: Minimum 8 Years
CTC: ₹15 LPA – ₹30 LPA
Key Responsibilities:
- Lead a wealth management team
- Drive AUM and revenue growth
- Lead and develop a team of 4–5 members
- Drive business expansion and client relationships
Key Requirements:
- 8+ years of relevant experience
- Ability to bring and lead a team of 4–5 members
- Transferable book size of ₹50–80 Crore
- Strong HNI/UHNI client relationships
- Banking / Wealth Management background preferred
Who Should Apply
Professionals currently working in:
- PCG / Private Client Group
- Wealth Management
- Private Banking
- Relationship Management
- HNI/UHNI Client Management
- Investment & Financial Services
Candidates should have a proven track record in client acquisition, relationship management, AUM/business growth or team leadership, depending on the position.
Application
Interested candidates can apply through the ECS-Score application link associated with this job posting.
Relevant referrals are welcome.
- Compensation and role level will depend on experience, profile, existing business/book and suitability for the respective position.
