- Manage a portfolio of High Net Worth Individuals (HNIs) and Ultra HNIs, providing personalized wealth management solutions.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop solid relationships with clients by understanding their financial goals and objectives, offering tailored investment advice, and delivering exceptional customer service.
- Collaborate with internal teams to ensure seamless execution of transactions, resolving issues promptly, and maintaining confidentiality.
Job Requirements :
- 3-17 years of experience in wealth management or related field such as brokerage or banking.
- Proven track record in acquiring high-value clients (CASA) through effective sales strategies.
- Strong knowledge of HNI/UHNI markets, products, and services offered by various financial institutions.