Team Leader – Advisory – Private Client Group

Job Description:

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.-