PCG Wealth Manager

Title: Wealth Manager

Role Summary: We are looking for a dynamic and driven Wealth Manager to acquire, manage, and grow a high-net-worth client base. The role involves offering end-to-end wealth management solutions tailored to the unique financial needs of HNIs/UHNIs while ensuring high levels of client satisfaction and long-term relationship building.
Key Responsibilities:

1. Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.

2.Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.

3.Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.

4.Relationship Management: Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction

5.Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation. Market Intelligence: Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

Take the Next Step Apply Now !

share your CV on WhatsApp using the contact number below.

HR Priyanka A: 7875990932