Manager Private Wealth Advisor

Job Title: Manager - Private Wealth Advisor
Location: Mumbai
Experience: 3 Years
CTC: 6–25 LPA
Employment Type: Full-time
Industry: Financial Services / Capital Markets

We are looking for an experienced PCG Advisor to manage and grow relationships with HNI and UHNI clients. The role involves client acquisition relationship management trade execution order punching and providing market-related assistance across various financial products.

• Acquire and develop relationships with HNI and UHNI clients.
• Manage existing client relationships and ensure high-quality client servicing.
• Execute and manage client orders across relevant trading platforms.
• Handle order punching and provide timely trade execution support.
• Understand client investment and trading requirements and provide appropriate product support.
• Generate revenue through client acquisition trading activity and relationship management.
• Maintain regular communication with clients regarding market developments and trading opportunities.
• Build strong long-term relationships with clients.
• Coordinate with internal teams to ensure smooth execution of client requirements.
• Ensure adherence to company policies regulatory requirements and compliance standards.

• Minimum 3 years of relevant experience in PCG Wealth Management Broking Capital Markets or a related financial-services role.
• Hands-on experience in trading and order punching.
• Proven experience handling HNI/UHNI clients.
• Strong track record in client acquisition and client servicing.
• Good understanding of Derivatives Options Cash Market and Trading.
• Strong communication and relationship-management skills.
• Ability to generate and manage a strong client portfolio.
• Strong knowledge of capital-market products and trading processes.

CTC: 6–25 LPA depending on relevant experience skills and existing client relationships.

Share your CV to or Whatsapp :

Note: Candidates with relevant experience in HNI/UHNI client management trading and client acquisition will be preferred.

Best regards
HR Team.

Staffiaa Services

Required Skills:

PCG Wealth Management Broking Capital Markets Trading Order punching Client acquisition Client servicing Derivatives Options Cash Market Communication Relationship management Capital-market products Trading processes