- Manage high net worth (HNI) clients' relationships, providing personalized wealth management solutions to achieve their financial goals.
- Develop and maintain a deep understanding of each client's unique needs, preferences, and risk tolerance to deliver tailored investment advice.
- Collaborate with internal teams to ensure seamless execution of client transactions, including trading, settlements, and reporting.
- Identify cross-sell opportunities for other bank products and services to enhance the overall value proposition for HNIs.
Job Requirements :
- 7-15 years of experience in private banking or wealth management industry.
- Strong knowledge of personal banking, relationship management, and wealth management principles.
- Proven track record in managing complex financial portfolios with significant assets under management (AUM).
- Excellent communication skills with ability to build solid rapport with high-net-worth individuals.