PCG Advisor

Job Purpose:

The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients.

Key Deliverables:

• Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.
• Acquire and Service portfolios of HNI/Ultra-HNI clients and family offices.
• Provide comprehensive investment advisory across segments (equities, mutual funds, PMS, fixed income, derivatives, and structured products).
• Conduct regular portfolio reviews and advice based on market trends and client return objectives.
• Drive cross-selling of third-party products to enhance client portfolios and wallet share.
• Meet and exceed revenue/activation targets through equity/derivatives trading and product cross-selling.

Role Requirements:

Education: Graduate/Postgraduate in Finance, Commerce, or related fields. Mandatory: NISM Series VIII – Equity Derivatives Certification.

Experience:

5+ years of experience in broking and wealth of HNI/Ultra-HNI clients and family offices.

Skills & Competencies:

• Strong understanding of capital markets, risk management, portfolio and trading operations.
• Proven track record in new client acquisition through references and relationship management.
• Excellent communication, negotiation, and interpersonal skills.
• High ethical standards and a client-centric approach.
• Proficiency in Trading and Advisory Platforms and portfolio analytics.