Wealth Manager

Position: VP / AVP / Manager – PCG (Private Client Group) Advisory

Location: Chennai (On-site)

Employment Type: Full-Time

As a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized financial strategies, provide ongoing portfolio oversight, and build lasting client relationships. This leadership role combines expert financial planning with business development and team collaboration.

Key Responsibilities:

• Act as the primary relationship manager for a portfolio of high-net-worth clients.
• Deliver holistic wealth management solutions, including investment strategy, tax optimization, estate planning, and risk management.
• Lead client onboarding, discovery, and financial goal-setting meetings with professionalism and discretion.
• Analyze and monitor investment portfolios to ensure alignment with client objectives and market conditions.
• Collaborate with in-house and third-party specialists (e.g., tax, legal, insurance) to coordinate integrated financial solutions.
• Maintain high compliance and fiduciary standards in line with regulatory requirements and internal policies.
• Mentor junior team members and contribute to internal training and development initiatives.
• Contribute to business development through networking, client referrals, and participation in firm-sponsored events.

Required Qualifications & Skills:

• Graduate/Postgraduate degree in Finance, Economics, Business Administration, or related field.
• Assets under management (AUM) exceeding INR 100CR.
• Minimum 8 years of experience in Wealth Management or Private Banking, with proven expertise managing HNI/UHNI clients.
• In-depth knowledge of investment products such as MF, PMS, AIFs, LAS, Insurance, and structured products.
• Strong sales orientation with a track record of meeting or exceeding revenue targets.
• Exceptional interpersonal, communication, negotiation, and presentation skills.
• Ability to work independently and collaboratively in a dynamic, performance-driven environment.

What We Offer:

• Access to a wide portfolio of financial products and wealth solutions.
• Clear, performance-based growth and incentive structure.
• Tailored career development and learning opportunities.