01 Sep
|
Cankids...Kidscan
|
Chennai
01 Sep
Cankids...Kidscan
Chennai
- CanKids KidsCan is looking for HNI Manager to join our agile team and embark on a rewarding career journey.
- Develop and manage relationships with High Net-Worth Individuals (HNIs), understanding their financial goals, risk appetite, and investment preferences.
- Offer personalized wealth management solutions including investment products, estate planning, insurance, and tax optimization strategies.
- Conduct regular portfolio reviews and provide advisory services based on market trends, financial analysis, and client objectives.
- Maintain a high level of service excellence and discretion, ensuring confidentiality and compliance with regulatory norms.
- Coordinate with internal teams such as product specialists, risk managers, and compliance officers to deliver customized solutions.
- Monitor client
📌 HNI Manager (Chennai)
🏢 Cankids...Kidscan
📍 Chennai