PCG Wealth Manager

Position: Wealth Manager / Senior Manager / Team Leader

Location: Goa

Experience Range: 2 to 8+ years

Budget: As per industry standards

Role Type: B2C (Business-to-Consumer)

About the Role

We are hiring Wealth Management professionals across multiple seniority levels for a B2C

Wealth Management role. The role involves managing HNI and Affluent clients by

delivering high-quality investment advisory, portfolio management, and financial planning

services. You would be working for Choice Wealth which is a part of Choice International Ltd,

which is part of BSE 500.

Depending on experience, product expertise, revenue contribution, and leadership capability,

candidates will be placed from Executive to Senior Manager levels.

We are open to candidates who are:

• Team Leaders handling a small or mid-sized wealth team

Experience-Based Role Expectation

(Combined role for 23 & 3–5 years’ experience)

• Independently handle a portfolio of affluent/HNI clients.
• Conduct 360 financial assessments and prepare financial plans.
• Recommend products such as Mutual Funds, SIPs, Insurance, Bonds, FDs.
• Execute periodic portfolio reviews and suggest rebalancing.
• Achieve targets on new client acquisition and AUM growth.
• Cross-sell and upsell relevant financial products (MF, Insurance, Fixed Income).
• Coordinate internally with operations, research, and service teams.
• Ownership of P&L for team.

Sr Wealth Manager (3–7 years)

• Manage a larger HNI portfolio with greater autonomy.
• Build advanced financial plans covering taxation, allocation, and long-term wealth

goals.

• Strong product expertise: Mutual Funds, PMS, Bonds, ULIPs; AIF exposure

preferred.

• Maintain consistent AUM growth and deepen client wallet share.
• Mentor junior advisors and support team development.
• Suitable for Senior IC roles or first-level Team Leader roles.

Senior Wealth Manager (7–8+ years)

• Handle UHNI and complex family portfolios.
• Provide strategic advisory covering wealth creation, taxation, and estate planning.
• Lead wealth initiatives and oversee portfolio performance.
• Guide a team of wealth advisors; responsible for team targets and AUM expansion.
• Strong networking capability to acquire high-value clients.
• Suitable for Team Leaders (managing 3–10 members).

Common Responsibilities (All Levels)

Client Advisory

• Act as the single point of contact for HNI clients.
• Conduct portfolio reviews and recommend investment strategies.
• Build long-term, trust-based relationships to grow AUM.

Investment Advisory

• Recommend and cross-sell financial products:
• Mutual Funds & SIPs
• Life & General Insurance
• Bonds, FDs, Structured Products
• PMS & AIF (for senior roles)

Business Development

• Acquire new clients (B2C) through networking, references, and market intelligence.
• Identify upsell/cross-sell opportunities within the existing client base.

Coordination

• Work with Research, Operations, Relationship Teams, and Compliance.
• Ensure smooth documentation and timely resolution of client queries.

Required Skills & Knowledge

Candidates must have experience in at least one of the following domains:

• Wealth Management
• Investment Advisory
• Direct B2C Sales
• Mutual Fund Distribution
• Insurance Sales (Life/General)
• Fixed Income / Bonds
• PMS / Portfolio Advisory

Soft Skills

• Excellent communication & presentation skills
• Strong analytical and financial understanding
• Client-handling & relationship-building skills
• Ability to work independently or lead a team (depending on level)

What We Offer

• Opportunity to work with HNI & Affluent clients in a B2C model.
• Strong earning potential with performance-driven incentives.
• Growth path from Individual to Team Leader roles.
• Opportunity to be a part of one of the best place to work awarded culture.
• Entitlement to ESOPs.