PCG (Private Client Group) Advisor

Forward; Mumbai; On-site; INR 1,200,000 - 2,500,000; Full time

Job summary

Forward in Mumbai seeks an experienced wealth management professional to design integrated plans for wealth creation and preservation, based on in-depth client risk profiling and long-term relationship building.

You will drive cross-product advisory across mutual funds, PMS/AIF strategies, structured products, and direct equities; conduct periodic portfolio reviews with internal teams; identify HNI clients, mine portfolios for growth, and ensure strict KYC and SEBI compliance.

Qualifications

• 3+ years of experience in wealth management.
• Experience with high-net-worth clients preferred.
• Understanding of SEBI rules and KYC processes.

Responsibilities

• Comprehensive wealth management: designing integrated plans based on client risk profiling.
• Cross-product advisory: selling mutual funds, PMS/AIF, structured products, and direct equity.
• Portfolio reviews: periodic performance reviews with product and research teams.
• HNI acquisition & mining: identify wealthy clients and grow AUM.
• Regulatory compliance: ensure compliance with KYC, SEBI rules, and internal frameworks.

Skills

Wealth management

Cross-product advisory

Portfolio reviews

HNI acquisition

Regulatory compliance

Job 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.