Assistant Vice President/Vice President – Advisory – PCG Numeric Talent Solutions

The Corporate Institute; Hinoba-an; On-site; PHP 2,300,000 - 4,271,000; Full time

Job summary

The Corporate Institute in Mumbai seeks an experienced Assistant Vice President/Vice President to lead the Private Client Group (PCG) advisory team. You will drive client acquisition, grow AUM, and deliver high-value investment solutions for HNI/UHNI clients and family offices.

You will coach Advisors, ensure performance, maintain strict compliance, and collaborate on campaigns, product roll-outs, and market insights to strengthen client relationships and profitability.

Qualifications

• Post-graduate in Finance, Business, Economics, or related fields.
• 8+ years in Wealth Management, Broking, PCG, or BFSI Sales.
• Experience in managing Advisory teams is preferred.

Responsibilities

• Achieve assigned Broking, AUM, and client acquisition targets for the PCG business.
• Drive cross-sell and upsell of wealth and investment products including equities, mutual funds, fixed income, PMS, structured products.
• Lead, coach, and motivate Advisors to meet business objectives and conduct performance reviews.
• Review client portfolios, ensure timely rebalancing, and drive research-backed investment strategies.
• Provide market insights and competitor analysis to improve business positioning.
• Support Group Leader in implementing business strategies, campaigns, and new product roll-outs.
• Ensure proactive resolution of client concerns and maintain compliance rigor.

Skills

Financial markets

Equity advisory

Portfolio management

Relationship management

Coaching & leadership

Education

Post-graduate in Finance/Business/Economics

Job description

Role Designation: Assistant Vice President/Vice President

Department: Advisory – PCG

Function: Private Client Group (PCG)

Reporting to: Group Leader Advisory – PCG

Location: Mumbai

Job Purpose:

To lead a team of Advisors in driving the Private Client Group (PCG) business through managing and acquiring HNI/UHNI Clients and family office, while also functioning as a playing captain – managing the team and simultaneously achieving individual targets. The role focuses on strengthening client relationships, improving productivity, and delivering superior advisory solutions. The Team Leader ensures a high-performance culture, and supports strategic initiatives to scale AUM and enhance client experience.

Key Deliverables:

Business Growth & Revenue:

– Achieve assigned Broking, AUM, and client acquisition targets for the PCG business.

– Drive cross-sell and upsell of wealth and investment products – equities, mutual funds, fixed income, PMS, structured products, etc.

– Monitor self & team productivity and implement initiatives to enhance conversion ratios and business quality.

Team Management & Leadership:

– Lead, coach, and motivate Individual Advisors to meet business objectives.

– Conduct regular performance reviews, skill development sessions, and goal-setting activities.

– Build a strong advisory culture focused on client-first thinking and ethical practices.

Client Relationship & Advisory Excellence:

– Support Advisors in managing HNI/UHNI client relationships with high engagement and service standards.

– Review client portfolios, ensure timely rebalancing, and drive adoption of research-backed investment strategies.

– Ensure proactive resolution of client concerns and enhance overall satisfaction.

Strategic & Operational Execution:

– Support Group Leader in implementing business strategies, campaigns, and new product roll-outs.

– Provide market insights and competitor analysis to improve business positioning.

Role Requirements:

– Education: Post-graduate in Finance, Business, Economics, or related fields.

– Experience:

1. 8+ years in Wealth Management, Broking, PCG, or BFSI Sales.

2. Experience in managing Advisory teams is preferred.

– Skills & Competencies:

1. Strong understanding of financial markets, HNI investment behaviour, and wealth products.

2. Hands-on experience in equity advisory, financial planning, and portfolio management.

3. Excellent communication, coaching, and relationship management skills.

4. Ability to drive performance and maintain compliance rigor.

Why Join Us?:

– Trusted Brand & Growth Opportunities: Work with a leading Wealth Management organization and accelerate your career through structured leadership and specialist tracks.

– High Earning Potential: Rewarding incentives with no upper side capping.

– End-to-End Wealth Management Exposure: Handle investment advisory, portfolio management, and broking activities for HNI/Ultra-HNI clients and family offices.

– Access to Premium Tools & Research: Leverage advanced trading platforms, market insights, and digital wealth management solutions.

– Collaborative & Learning-Focused Culture: Work in a supportive, high-performance environment with continuous learning and mentoring.