- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and solutions.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop and maintain solid relationships with existing HNIs to increase wallet share and cross-sell other products.
- Collaborate with internal teams to ensure seamless delivery of services and achieve sales targets.
Job Requirements :
- 3-10 years of experience in private banking, wealth management, or related fields.
- Strong understanding of financial markets, instruments such as MF, PMS, and private equity.
- Proven track record in HNI acquisition and retention through effective relationship building skills.