PCG Wealth Manager

PCG Wealth – Mumbai
Position 1: PCG Wealth – Wealth Manager / Relationship Manager

Location: Mumbai
Experience: Minimum 5 Years
Business: Private Client Group (PCG) – Wealth Management
Employment Type: Full-Time

About the Role
We are looking for experienced Wealth Management professionals to join its Private Client Group (PCG) business in Mumbai. The role involves managing HNI/UHNI clients, developing long-term relationships, acquiring new clients, and delivering customized investment and wealth management solutions.

Key Responsibilities
Manage and deepen relationships with HNI/UHNI clients.
Understand clients' financial goals, investment preferences and risk profiles.
Acquire new HNI/UHNI clients through references, networks and market outreach.
Drive business across wealth and investment products.
Generate revenue through client acquisition, cross-selling and relationship expansion.
Provide investment ideas and suitable wealth solutions based on client requirements.
Develop and maintain a strong network of HNI/UHNI clients, entrepreneurs, CXOs, promoters and other affluent investors.
Ensure high-quality client servicing and timely resolution of client requirements.
Monitor portfolio performance and identify opportunities for increasing wallet share.
Achieve assigned business, revenue and client acquisition targets.
Preferred Candidate Profile
Minimum 5 years of relevant experience in Wealth Management / Private Banking / PCG / Investment Advisory / Broking.
Strong experience handling HNI/UHNI clients.
Exposure to products such as Mutual Funds, PMS, AIF, Equities, Bonds, Structured Products and other Investment Products.
Proven experience in client acquisition and business development.
Strong relationship management and networking skills.
Candidates from Wealth Management, Private Banking, Broking, AMC, PMS, AIF and Investment platforms may be considered.
Position 2: Group Leader – PCG Wealth

Location: Mumbai
Experience: Minimum 8 Years
Business: Private Client Group (PCG) – Wealth Management
Employment Type: Full-Time

About the Role

We are looking for an experienced Group Leader – PCG Wealth to lead a team of Wealth Management professionals and drive business growth within the Private Client Group.

The position requires strong expertise in HNI/UHNI relationship management, client acquisition, team leadership, revenue generation and wealth products.

Key Responsibilities
Lead, mentor and manage a team of PCG Wealth Managers / Relationship Managers.
Drive team performance against revenue, AUM and client acquisition targets.
Develop strategies for acquiring and retaining HNI/UHNI clients.
Build and strengthen relationships with key clients and high-value investors.
Support team members in complex client acquisition and relationship opportunities.
Drive business across Mutual Funds, PMS, AIF, Equities, Bonds and other wealth products.
Identify opportunities to increase client wallet share and AUM.
Monitor team performance, sales pipelines and business productivity.
Develop strong referral and market networks for new client acquisition.
Ensure excellent client servicing and relationship management.
Coach team members on client engagement, investment products and business development.
Work closely with internal stakeholders to deliver customized wealth solutions.
Preferred Candidate Profile
Minimum 8 years of relevant experience in Wealth Management / Private Banking / PCG / Investment Management / Broking.
Proven experience in team handling and leadership.
Strong HNI/UHNI client acquisition and relationship management experience.
Strong understanding of Mutual Funds, PMS, AIF, Equities and other investment products.
Demonstrated track record of achieving AUM, revenue and business targets.
Strong client network and market connectivity.
Excellent leadership, communication, negotiation and relationship-building skills.
Why Join Motilal Oswal?
Opportunity to work with a leading financial services organization.
Exposure to a high-value HNI/UHNI client segment.
Opportunity to work across a broad range of wealth and investment products.
Strong growth opportunity within the Private Client Group / Wealth Management business.
📩 Interested Candidates

Candidates with relevant experience in Wealth Management, Private Client Group, Private Banking, HNI/UHNI Relationship Management, Investment Products, Client Acquisition or Team Leadership are encouraged to apply.

Immediate Hiring | Priority Positions | Mumbai

Regards,
Muskaan Singh
Sr. Consultant Team Lead
Boyen Haddin – A Global Leadership Advisory Firm