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
Solid 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:
Le

📌 Pcg & Wealth Management Opportunities North Delhi
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📍 North Delhi