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Wealth Management Manager
Skills
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹1,600,000 – ₹2,000,000 / year
Location:
Chennai, Tamil Nadu, India
Work mode:
Onsite
Published on:
2 September 2026
What they need
Were Hiring: PCG Elite Sales | Wealth Management Role
Role: PCG Elite Sales (Wealth Management)
Location: Chennai
Experience: 6–8 Years
Qualification: Post Graduate (Preferred from Premier Institutes)
Key Responsibilities:
Build and implement strategies for wealth creation, preservation & enhancement
Manage and grow HNI/UHNI client portfolios
Offer tailored investment solutions across:
Mutual Funds | PMS/AIF | Alternate Assets
Direct Equity | Structured Products
Unlisted Investments | Loan Products
Collaborate with research & product teams to deliver the best financial solutions
Conduct periodic portfolio reviews & advisory sessions
Acquire new clients & build long-term relationships
Ensure compliance with KYC/SEBI regulations
Achieve revenue targets & drive business growth
What We’re Looking For:
6–8 years in Wealth Management / Private Banking
Strong networking & client acquisition skills
Target-driven & self-motivated
Excellent communication & relationship-building ability
Client-first mindset with strong advisory skills
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