PCG Relationship Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' relationships, identifying their financial goals and providing tailored investment solutions.
• Acquire new HNIs through networking, referrals, and marketing efforts to expand the client base.
• Develop and maintain a deep understanding of each client's needs, preferences, and risk tolerance to deliver personalized service.
• Monitor client portfolios regularly to ensure alignment with their objectives and make adjustments as needed.

Job Requirements :

• 7-15 years of experience in wealth management or related field such as equity broking or mutual funds sales.
• Strong background in HNI client handling, acquisition, and retention.
• Proven track record of building strong relationships with high-net-worth individuals.
• In-depth knowledge of various investment products including equities, fixed income securities, mutual funds etc.