Wealth Management Manager

Jobs Territory; Chennai District; On-site; INR 1,500,000 - 2,200,000; Full time

Job summary

PCG Elite is hiring for a Wealth Management role in Chennai. The candidate will build and manage strategies for wealth creation, preservation, and growth while servicing HNI/UHNI clients.

Ideal profile includes 6–8 years in Wealth Management/Private Banking, strong networking, and advisory skills. Compliance with KYC/SEBI and a client-first mindset are essential for drive and client relationships.

Qualifications

• 6–8 years in Wealth Management / Private Banking
• Strong networking & client acquisition skills
• Excellent communication & relationship-building ability
• Client-first mindset with strong advisory skills

Responsibilities

• Build and implement strategies for wealth creation, preservation & enhancement
• Manage and grow HNI/UHNI client portfolios
• Offer tailored investment solutions across: Mutual Funds | PMS/AIF | Alternate Assets | Direct Equity | Structured Products | Unlisted Investments | Loan Products
• Collaborate with research & product teams to deliver the best financial solutions
• Conduct periodic portfolio reviews & advisory sessions
• Acquire new clients & build long-term relationships
• Ensure compliance with KYC/SEBI regulations
• Achieve revenue targets & drive business growth

Skills

Networking

Client acquisition

Communication

Relationship building

Education

Post Graduate

Job description

Were Hiring: PCG Elite Sales | Wealth Management Role

Role: PCG Elite Sales (Wealth Management)

Location: Chennai

Experience: 6–8 Years

Qualification: Post Graduate (Preferred from Premier Institutes)

Key Responsibilities:

• Build and implement strategies for wealth creation, preservation & enhancement
• Manage and grow HNI/UHNI client portfolios
• Offer tailored investment solutions across: Mutual Funds | PMS/AIF | Alternate Assets | Direct Equity | Structured Products | Unlisted Investments | Loan Products
• Collaborate with research & product teams to deliver the best financial solutions
• Conduct periodic portfolio reviews & advisory sessions
• Acquire new clients & build long-term relationships
• Ensure compliance with KYC/SEBI regulations
• Achieve revenue targets & drive business growth

What We’re Looking For:

• 6–8 years in Wealth Management / Private Banking
• Strong networking & client acquisition skills
• Target-driven & self-motivated
• Excellent communication & relationship-building ability
• Client-first mindset with strong advisory skills