Group Advisory Leader - Private Client Group

Key Responsibilities:

• Lead and mentor a team of Equity Advisors and drive business performance.
• Manage relationships with HNI/UHNI clients and strengthen client engagement.
• Drive AUM growth, revenue and brokerage through effective advisory and relationship management.
• Provide strategic equity advisory and investment guidance to high-value clients.
• Leverage strong knowledge of equity markets, broking, dealing and wealth products.
• Support the team in client acquisition, portfolio management and business development.
• Ensure superior client servicing and delivery of investment solutions.

Ideal Candidate:

• Professionals with a strong background in Equity Advisory, Equity Broking, and Wealth Management.
• Proven experience in team leadership, HNI/UHNI client management and substantial AUM handling.
• Hands-on experience with a broking/dealing terminal is essential.