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:
- Le

📌 PCG & Wealth Management Opportunities (North Delhi)
🏢 ECS-Score
📍 North Delhi