? HIRING | PCG SALES | Kolkata |Bengaluru

Asset Allocation + Direct Equity Research + Portfolio Strategy.

For candidates with 3–7 years of experience in wealth management, private banking, broking, or investment advisory

Qualification: MBA / CFA / CA / Graduate preferred

1. A rare combination of Asset Allocation and Direct Equity

Most attractive differentiator. You get to work on the overall portfolio strategy while also identifying and recommending individual stocks, instead of being restricted to one function.

1. Investment ideas that influence real portfolios

Your research and investment views can translate into actual client recommendations. This offers greater ownership than preparing research or internal presentations alone.

1. Exposure to HNI and UHNI clients





The chance to shape portfolios for discerning investors would deepen your understanding of sophisticated wealth management.
1. Freedom to express investment conviction

The role involves developing independent market views, building defensible equity theses, and translating research into portfolio decisions.
1. Access to research, product and technology resources

You can focus on investment thinking while leveraging an established support ecosystem rather than working in isolation. #PCGSales #PrivateClientGroup #WealthManagement #HNISales #UHNI #PrivateBanking #AssetAllocation #DirectEquity #PortfolioManagement #InvestmentAdvisory #CapitalMarkets #BFSIJobs #FinanceJobs #Hiring #JobOpening #MumbaiJobs #MumbaiHirings #Equity #PMS #AIF #Mutualfunds

📌 PCG -Sales and Service (Bengaluru)
🏢 Moneylicious Investments And Consulting Services Private
📍 Bengaluru