Vice President, Private Client Advisory

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

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.