PCG Sales NRI Support

The PCG Sales NRI Support role involves providing support to the NRI (Non-Resident Indian) clients of the Private Client Group. Key responsibilities include: - Building and maintaining relationships with NRI clients - Understanding their financial needs and providing suitable investment solutions - Collaborating with the sales team to achieve targets - Providing excellent customer service to ensure client satisfaction - Keeping up to date with market trends and investment products - Conducting regular client reviews to assess their investment portfolios - Assisting in the onboarding process for new NRI clients - Working closely with the compliance and legal teams to ensure regulatory requirements are met