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Job Description
:
We are looking for a senior Group Advisory Leader PCG to lead and grow the PCG advisory business. This is a Non-Playing Captain role focused on team leadership, business growth and client portfolio expansion. The candidate will be responsible for managing a team of 810 members and driving overall business performance.
Key Responsibilities:
- Lead, manage and develop a team of 8 - 10 PCG professionals.
- Drive overall business growth and revenue through the team.
- Bring an existing team of 8 - 10 members with a proven business track record.
- Facilitate migration of a minimum 50% of the candidate's existing client base.
- Manage and strengthen relationships with HNI & UHNI clients.
- Drive client acquisition, retention and servicing through the team.
- Monitor team performance and achieve business targets.
- Guide the team on Cash, Derivatives, Options and Trading products.
- Build long-term client relationships and identify opportunities for business growth.
Candidate Profile:
- 15 -20 years of relevant experience in PCG, Wealth Management, Broking or Capital Markets.
- Strong experience in handling HNI/UHNI clients.
- Proven experience in client acquisition and client servicing.
- Strong understanding of Cash, Derivatives, Options and Trading.
- Demonstrated leadership experience managing large PCG/advisory teams.
- Should be able to bring an existing team of 810 members.
- Ability to migrate a minimum 50% of the existing client base.
- Strong business leadership, relationship management and team-building skills.
Skills
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