Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, providing personalized financial planning and investment advice to achieve their wealth creation goals.
- Develop and maintain solid relationships with existing HNIs, identifying new business opportunities through referrals and networking.
- Collaborate with internal teams to deliver tailored solutions for complex client needs, ensuring seamless execution of transactions.
- Analyze market trends, economic indicators, and regulatory changes to provide expert guidance on investment strategies.
Job Requirements :
- 4-30 years of experience in wealth management or related field as a Wealth Manager/Relationship Manager.
- Strong understanding of HNI sales principles, including cross-selling products across various asset classes.
- Excellent relationship management skills with ability to build trust with high-net-worth individuals.
- Proven track record of meeting or exceeding revenue targets by acquiring new clients or increasing wallet share from existing ones.