- Manage a team of relationship managers to provide investment advisory services to high net worth individuals (HNIs) and ultra HNIs.
- Develop and maintain strong relationships with existing clients, identifying their financial goals and objectives, and providing tailored solutions.
- Identify recent business opportunities through networking, referrals, and market research to expand the client base.
- Collaborate with internal teams such as portfolio management, structured product sales, and operations to deliver exceptional service.
Job Requirements :
- 6-20 years of experience in wealth management or related field.
- Strong understanding of financial products including investments, insurance, mutual funds, pension plans etc. .
- Proven track record in HNI client handling and relationship management.