Senior Client Partner - Private Client Group (PCG)

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

Job summary

Forward is seeking an experienced wealth management professional in Mumbai to design comprehensive plans for wealth creation, preservation, and enhancement based on rigorous client risk profiling. The role combines cross-product advisory with proactive client engagement to deliver holistic financial solutions.

You will conduct periodic portfolio reviews with internal product and research teams, identify high-net-worth prospects to grow AUM, and ensure strict compliance with KYC, SEBI rules, and

Qualifications

• 3+ years of experience in wealth management.
• Experience in selling a wide product suite (mutual funds, PMS/AIF, structured products, equities).
• Strong interpersonal and client relationship skills.

Responsibilities

• Design integrated wealth plans for wealth creation, preservation, and enhancement based on client risk profiling.
• Advise and sell the full product suite including mutual funds, PMS/AIF, structured products, alternatives, and direct equity.
• Conduct periodic portfolio reviews in collaboration with internal product and research teams.
• Identify and mine HNI clients to grow AUM while maintaining regulatory compliance with KYC and SEBI rules.

Skills

Wealth management

Cross-product advisory

Portfolio reviews

HNI acquisition

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.