Team Leader - Advisory - Private Client Group

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We are looking for a Team Leader Advisory, PCG to manage HNI/UHNI client relationships while actively driving individual and team business targets. This is a Playing Captain role, requiring the candidate to contribute individually while leading and developing a team of 45 members.

Key Responsibilities:

• Manage and grow relationships with HNI & UHNI clients.
• Drive client acquisition, client servicing and business development.
• Independently manage and achieve individual revenue/business targets.
• Lead the team in achieving collective business and revenue targets.
• Guide, mentor and support team members in client acquisition and servicing.
• Bring and manage an existing team of 45 members.
• Execute and oversee Trading and Order Punching activities.
• Provide clients with trading support across Cash, Derivatives and Options.
• Identify opportunities to deepen client relationships and increase business.
• Build a strong and sustainable PCG client portfolio.

Candidate Profile:

• Minimum 5 years of relevant experience in PCG, Wealth Management, Broking or Capital Markets.
• Strong experience handling HNI/UHNI clients.
• Proven track record in Client Acquisition and Client Servicing.
• Hands-on experience in Trading and Order Punching.
• Strong knowledge of Cash, Derivatives, Options and Trading.
• Prior experience in team handling and business target achievement.
• Should be able to bring an existing team of 45 members.
• Strong leadership, communication, relationship management and business development skills.
• Ideal Candidate: A hands-on Playing Captain who can independently generate business while leading a team and driving overall PCG growth.-