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Advisor - Private Client Group - Banking

4 weeks ago

Mumbai, Maharashtra, India Cyanous Software Full time

Company Overview:

Join a leading financial services firm offering a dynamic platform for high-performing professionals focused on wealth creation and long-term client relationships. Our Private Client Group (PCG) specializes in providing personalized investment advisory and trading services to High Net Worth (HNI) and Ultra High Net Worth Individuals (UHNI).

Role Summary:

We are seeking an experienced and client-focused PCG Advisor to join our Private Client Group in Mumbai. The ideal candidate will have hands-on experience in trading, order execution, client acquisition, and servicing HNI/UHNI clients. A strong understanding of financial instruments including derivatives, options, and equity markets is essential.

Key Responsibilities:

- Execute client trades across equity, derivatives, and options markets with precision and compliance.

- Provide personalized investment advice and portfolio strategies to HNI and UHNI clients.

- Acquire new clients through networking, referrals, and cold calls to grow the HNI/UHNI client base.

- Manage and service client portfolios, ensuring high levels of client satisfaction and retention.

- Continuously monitor market trends and proactively update clients on relevant opportunities or risks.

- Maintain compliance with regulatory requirements and internal policies.

- Achieve assigned business development targets, with a focus on cross-selling post two years of tenure.

Required Skills & Qualifications:

- Bachelor's degree in Finance, Economics, Commerce, or a related field (MBA/CFP/NISM certifications preferred).

- Minimum 3 years of experience as a financial advisor, relationship manager, or trader in a PCG, wealth management, or brokerage environment.

- Proven experience in trading and order execution.

- Strong understanding of capital markets, especially equities, derivatives, options, and structured products.

- Excellent communication, interpersonal, and relationship-building skills.

- Proficiency in trading platforms, client management systems, and MS Office.

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