Roles and Responsibilities :
- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Sell mutual funds, AIFs, and other financial products to HNI clients through effective communication and relationship-building skills.
- Conduct regular portfolio reviews with existing clients to ensure alignment with their risk tolerance and liquidity needs.
- Identify recent business opportunities by networking within the community and leveraging referrals from existing contacts.
Job Requirements :
- 1-10 years of experience in wealth management or related field.
- Strong understanding of mutual funds, AIFs, and other financial instruments.
- Excellent communication and interpersonal skills for building strong relationships with HNIs.