Roles and Responsibilities :
Manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions.
Identify current business opportunities through networking, referrals, and market research to expand the client base.
Develop strong relationships with existing clients to increase cross-selling prospects for priority banking products.
Collaborate with internal teams to deliver tailored financial planning services, including investment advice, tax planning, and succession planning.
Job Requirements :
10+ years of experience in private banking or related fields such as HNI sales, relationship management, or wealth management.
Proven track record in acquiring new clients and growing assets under management (AUM).
Robust understanding of premier banking, preferred banking, elite programs, and other specialized offerings for high-end customers.
Excellent communication skills with ability to build rapport with high-net-worth individuals.