PCG Relationship Manager

Unison International Consulting

3 - 5 years

5 - 7 Lacs

mumbai

Posted:6 hours ago| Platform:

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Skills Required

wealth management hni acquisition hni client handling investment advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Client Advisory
Provide tailored financial advice and portfolio strategies to HNW/UHNW clients based on risk profile and financial goals.
Client Acquisition
Identify, engage, and onboard new high-net-worth clients through networking, referrals, and strategic outreach.
Investment Products
Recommend and manage a range of investment products (equities, bonds, mutual funds, etc.) aligning with client objectives.
Third-Party Products (TPP)
Offer and manage suitable third-party investment and insurance products, ensuring compliance and suitability standards.
Relationship Management
Maintain long-term relationships with clients through regular reviews, performance updates, and proactive service.
Compliance & Risk
Ensure adherence to internal policies, regulatory guidelines, and risk management frameworks.

Preferred candidate profile

Experience:
35 years in wealth management, private banking, or investment advisory, with a proven track record in client acquisition and portfolio management.
Education:
Bachelors degree in Finance, Economics, Business, or related field. MBA Finance preferred.
Skills:

Strong advisory and relationship management skills
Deep knowledge of investment products & financial markets
Familiarity with Third-Party Products (TPP) and regulatory guidelines
Excellent communication, networking, and negotiation abilities

Certifications:
Relevant regulatory certifications as per local jurisdiction, NISM, Series.
Mindset:
Client-first attitude, entrepreneurial drive, high ethical standards, and goal-oriented approach.

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