{"@context":"https://schema.org","@type":"JobPosting","title":"Senior Client Partner - Private Client Group (PCG)","description":"

Role & responsibilities

Comprehensive Wealth Management: Designing integrated plans for wealth creation, preservation, and enhancement based on in-depth client risk profiling
Cross-Product Advisory: Showcasing and selling the entire product suite of Client, including Mutual Funds, PMS/AIF strategies, structured products, alternative assets, direct equity, and unlisted opportunities.
Portfolio Reviews: Conducting periodic performance reviews of client portfolios in collaboration with the internal product and research teams.
HNI Acquisition & Mining: Identifying potential wealthy clients to build strong financial relationships while continuously mining existing portfolios to expand total Asset Under Management (AUM).
Regulatory Compliance: Ensuring absolute compliance with KYC, SEBI rules, and internal legislative frameworks governing financial markets.

Preferred candidate profile

Must have 3+ years of experience, preferably with experience in Wealth Management companies.

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