PCG -Sales and Service

🚨 HIRING | PCG SALES (ASSET ALLOCATION & DIRECT EQUITY)

Manage high-conviction portfolios for discerning HNI/UHNI families, driving asset allocation across equity, debt, and alternatives alongside direct equity picks.

💼 Experience: 3–7 Years

🏢 Industry: Wealth Management / Private Banking / Stockbroking / Financial Services 🎓 Qualification: MBA / CFA / CA / Graduate preferred

🎯 Key Highlights

🔹 Formulate multi-asset allocation frameworks tailored to client risk profiles

🔹 Drive strategic equity recommendations and high-conviction portfolio positioning

🔹 Pitch and advise HNI/UHNI clients on asset mix, rebalancing, and risk

🔹 Collaborate with RMs to deliver end-to-end portfolio strategy & market views

🔹 Direct impact on capital deployment with robust in-house research support

👤 Ideal Candidate Wealth Management, Private Banking, or Capital Markets professionals with 3–7 years of experience. Strong direct equity analytical skills, and asset allocation expertise.

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