Job Summary
We are looking for a dynamic Relationship Manager – Private Client Group (PCG Sales) to acquire, manage, and grow High Net Worth (HNI) and Ultra High Net Worth (UHNI) client relationships. The role focuses on driving revenue through advisory-led selling, portfolio growth, client acquisition, cross-selling wealth products, and delivering exceptional client service while ensuring compliance with regulatory guidelines.
Job Description
Role: Relationship Manager – Private Client Group (PCG Sales)
Key Responsibilities
- Acquire and onboard HNI and UHNI clients through direct sourcing, networking, and referrals.
- Focus on acquiring client accounts with equity margin and investment potential.
- Manage client portfolios and drive Assets Under Management (AUM) growth through appropriate investment solutions.
- Provide advisory-led recommendations based on client financial goals and market opportunities.
- Cross-sell wealth management products including Equity Advisory, Mutual Funds, PMS, AIF, Insurance, Bonds, and Fixed Income Products.
- Build and maintain long-term client relationships through regular portfolio reviews and engagement.
- Monitor market trends and provide timely investment insights to clients.
- Achieve revenue, acquisition, and AUM growth targets consistently.
- Ensure adherence to compliance, risk management, and regulatory requirements.
- Collaborate with internal teams to deliver superior customer experience and holistic wealth solutions.
Profile Description
- Graduate or Postgraduate with experience in Wealth Management, Broking, Private Banking, or Financial Services.
- 2-5 years of experience in Private Client Group Sales, Wealth Management, or Investment Advisory.
- Proven experience in acquiring and managing HNI/UHNI clients.
- Strong understanding of Equity Markets and Wealth Management Products.
- Experience in equity-based client acquisition and portfolio growth.
- Strong knowledge of Mutual Funds, PMS, AIF, Insurance, Bonds, and Fixed Income Products.
- Demonstrated success in achieving sales, revenue, and AUM growth targets.
- Excellent relationship management and client retention skills.
- Strong communication, negotiation, and presentation abilities.
- Ability to understand client investment objectives and recommend suitable financial solutions.
- Knowledge of regulatory and compliance requirements within financial services.
