Manager - PCG Sales

Job Description

Job Overview :

Findoc is seeking an experienced and dynamic Manager of Premier Client Group (PCG) Desk to join our team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions. The ideal candidate will have a thorough understanding of financial products such as PMS, AIF, bonds, mutual funds, and stock market offerings, including algo trading.

Key Responsibilities :

Client Acquisition & Business Development :

• Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs.
• Promote and sell large portfolios, including our and third party PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products.
• Build relationships with clients, understand their financial goals, and position Findoc’s offerings as optimal solutions to their needs.
• Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence.
• Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.

Client Relationship Management :

Investment Product Expertise :

Sales & Performance Metrics :

Compliance & Risk Management :

Requirements

Experience :

Educational Background :

Skills & Competencies :

Personal Attributes :

Requirements

Bachelor’s degree in Finance, Economics, Mathematics, or related field. Advanced degrees (e.g., MBA, CFA) preferred. Minimum 5 years of experience as a Team Leader in a brokerage firm or financial institution, with a strong background in mid-frequency trading strategies. Proven experience managing substantial trading margins (more than 100 crores) and leading teams of 25 people or more. Demonstrated expertise in designing and implementing Conversion Reversal, Box, and Butterfly strategies with a focus on low risk and no delta positions. Strong understanding of options pricing, derivatives, and market dynamics. Familiarity with trading software such as Greek, Omneysys, Utrade, Multitrade, and XTS; ability to adapt and learn new software as required.