Wealth Advisor - PCG

Position : PCG Advisor (Private Client Group)

Location : Mumbai, Maharashtra, India

CTC : 15 LPA +

Role Overview :

We are looking for a PCG Advisor to manage and grow relationships with High Net Worth (HNI / Ultra-HNI) clients by providing comprehensive wealth management solutions.

Key Responsibilities :

Manage investment portfolios for HNI / Ultra-HNI clients.

Provide advisory on financial products – Mutual Funds, PMS, Bonds, Insurance, Alternate Investments.

Develop tailored financial & estate planning strategies.

Acquire new clients and deepen existing client relationships.

Ensure compliance with regulatory guidelines.

Requirements :

2–12 years of experience in wealth management / financial advisory.

Strong understanding of financial markets & investment products.

Excellent communication and relationship-building skills.

Proven track record in handling HNI clients.

Skills :  Advisory, client acquisition, investment products, TPP

Apply Now : Send your resume to or WhatsApp at

Regards

Team HR

Staffiaa Services

• . Skillset Required : Wealth Advisory, Mumbai, Wealth Management