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
Robust communication and business development skills
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
Solid HNI/UHNI client exposure
Knowledge of derivatives, options, cash and equity trading
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
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

📌 Pcg & Wealth Management Opportunities Karamadai
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