- Manage a portfolio of High Net Worth Individuals (HNIs) clients, providing personalized investment advice and solutions to meet their financial goals.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop robust relationships with existing clients by understanding their needs and preferences, ensuring high levels of customer satisfaction.
- Collaborate with internal teams such as sales, trading, and operations to deliver exceptional service to HNI clients.
Job Requirements :
- 2-6 years of experience in wealth management or related field.
- Strong knowledge of financial markets, products, and regulations.
- Excellent communication skills for effective HNI client handling.