Role Overview
The AVP/DVP – Private Client Group (PCG) will be responsible for leading and scaling companys’ high-net-worth
(HNI) and ultra-high-net-worth (UHNI) client business. The role will drive client acquisition, relationship
management, revenue growth, team performance, and overall strategy for the PCG vertical.
This is a senior leadership role requiring strong market credibility, relationship depth, strategic thinking and
execution excellence.
Key Responsibilities
Strategic Leadership
• Define and execute the overall PCG strategy in alignment with companys Group’s business objectives.
• Build and scale the PCG business with a clear focus on sustainable revenue growth and profitability.
• Identify new business opportunities, market segments and product strategies.
Client Acquisition & Relationship Management
• Develop and nurture long-term relationships with HNI / UHNI clients, promoters, business families
and family offices.
• Personally manage key marquee relationships and act as a trusted advisor.
• Drive client acquisition through referrals, networking, alliances and market presence.
Revenue & Business Growth
• Own AUM, revenue, and profitability targets for the PCG vertical.
• Ensure high wallet share and client engagement.
Team Building & People Leadership
• Build, mentor and lead a high-performing team of relationship managers, dealers and support staff.
• Set clear performance goals, conduct regular reviews and ensure capability building.
• Create a strong performance culture with high ethical standards.
Product & Advisory Excellence
• Work closely with research,
product and investment teams to deliver high-quality advisory solutions.
• Ensure suitability, compliance and best-in-class client experience.
• Provide market insights and guidance to clients during different market cycles.
Governance & Compliance
• Ensure all activities are in line with regulatory requirements, internal policies and compliance
standards.
• Uphold the highest standards of integrity, transparency and client trust.
Key Deliverables / KPIs
• AUM growth (new + existing clients)
• Revenue & profitability of PCG vertical
• Client acquisition and retention metrics
• Team productivity and performance
• Client satisfaction and relationship depth
Desired Profile
Education
• MBA / CA / CFA or equivalent from a reputed institute.
Experience
• 12–18+ years of experience in Wealth Management / Private Banking / Broking / PCG with at least 5+
years in a leadership role.
• Proven track record of managing HNI/UHNI relationships and building high-performing teams.
• Strong understanding of capital markets, products and investment advisory.
Key Skills & Competencies
• Strong relationship management and networking skills
• Strategic thinking with execution capability
• Leadership presence and team-building ability
• Commercial acumen and result orientation
• High ethical standards and client-first mindset
• Excellent communication and stakeholder management
Why Join companys
• Opportunity to build and scale a high-impact PCG business within a respected financial services group
• Entrepreneurial workplace with strong leadership visibility
• Platform to work with marquee clients and diverse product offerings
• Long-term growth and leadership opportunity