What you’ll be responsible for:
• Identifying and acquiring HNI/UHNI clients
• Developing relationships with family offices, entrepreneurs & corporate leaders
• Generating qualified investment leads and converting them into long-term relationships
• Managing the complete client acquisition cycle
• Expanding AUM and revenue through high-quality client relationships
• Building strategic referral and qualified networks
? We’re looking for:
✔️ 2+ years of experience in Wealth Management / Private Banking / Investment Advisory / Financial Services
✔️ Strong HNI/UHNI client acquisition experience
✔️ Existing network of affluent clients or professional referral sources is a strong advantage
✔️ Excellent communication, networking & relationship-management skills
✔️ Strong understanding of financial markets and investment products
If you are passionate about wealth management, client acquisition and building long-term relationships with affluent clients, we would love to hear from you.
? Interested candidates: DM me with your CV/profile.
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