Wealth Advisor

4 days ago

Mumbai, India STAFFIAA Full time

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

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