Wealth Relationship Manager For HNI/UHNI Clients | PCG Wealth

Experince- Min 4 year MAx - ANY

CTC- 6LPA to 40 LPA

minimum book size of 20 Cr

Privi RM, Burgundy RM, Imperia RM, Preferred RM, or Wealth Manager

Key Responsibilities:

• Acquire, manage, and grow HNI/UHNI client relationships through personalised wealth management solutions.
  
• Deep understanding of financial products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Life & General Insurance, and Tax Planning.
  
• Deliver personalized investment advisory based on risk profiling and financial goals of clients.
  
• Onboard and migrate a

  minimum book size of 20 Crores

  within a defined timeline.
• Cross-sell a wide range of financial products and services.
  
• Maintain high levels of client servicing standards to ensure long-term relationship and client satisfaction.
  
• Regular portfolio reviews and market updates to clients.
  
• Coordinate with internal teams (Research, Product, Operations) for seamless service delivery.
  

Desired Candidate Profile:

• Current Role:

  Privi RM, Burgundy RM, Wealth Manager, Imperia RM, or Preferred RM (mandatory).

• Experience:

  5-15 years in wealth management or private banking domain.
• Must have strong understanding of financial instruments and market dynamics.
  
• Proven track record of managing and growing HNI/UHNI client base.
  
• Excellent communication, interpersonal, and relationship-building skills.
  
• Strong compliance and risk awareness.
  
• Ability to transition a minimum book size of 20 Cr.
  

Preferred Background:

• Candidates from top-tier banks, NBFCs, and wealth management firms.
  
• Certified Wealth Managers (CWM), CFPs, or those with AMFI/NISM certifications will be given preference.
  

Perks and Benefits:

• Attractive incentive structures
  
• Opportunity to work with a leading name in private wealth management
  
• Career growth in high-performing team environment
  
• Access to premium investment products and global investment opportunities for clients