Private Client Group Advisor - BFS (5-6 yrs)

We are looking for an experienced PCG Advisor to join our financial services team in Delhi. The ideal candidate will be responsible for managing and expanding relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). The role requires strong financial expertise, investment advisory skills, and the ability to provide tailored wealth management solutions.

Key Responsibilities :-

- Build and manage relationships with HNW and UHNW clients.

- Offer personalized investment and wealth management advice based on client needs.

- Develop and execute financial strategies to optimize client portfolios.

- Keep track of market trends, financial instruments, and investment opportunities.

- Ensure compliance with regulatory and company guidelines.

- Coordinate with internal teams to provide comprehensive financial solutions.

- Achieve revenue and business growth targets through client acquisition and retention.

Requirements :-

- Experience: Minimum 5 years in wealth management, investment advisory, or financial planning.

- Education: Bachelor's degree in Finance, Business, Economics, or a related field (MBA/CFA/CFP preferred).

- Skills: Strong financial acumen, excellent communication, relationship management, and advisory skills.

- Certifications: SEBI-registered investment advisor certification (preferred).

- Network: Strong existing relationships with HNW and UHNW clients is a plus.

Benefits:-

- Competitive salary and performance-based incentives.

- Opportunity to work with a reputed financial services company.

- Professional growth and development opportunities.