Are you an experienced wealth professional with a solid track record in managing HNI & UHNI client portfolios? Scale your career with an industry pioneer.
What You'll Do:
- Client Portfolio Management: Onboard, nurture, and retain top-tier HNI/UHNI clients.
- Drive Growth: Scale Assets Under Management (AUM) and meet revenue milestones.
- Strategic Advisory: Deliver tailored solutions across Mutual Funds, PMS, AIFs, Bonds, Unlisted Shares, and Insurance.
What We’re Looking For:
- Proven background in Wealth Management or Private Banking.
- Strong track record in HNI/UHNI client acquisition & retention.
- Deep product knowledge across multi-asset investment vehicles.
- Excellent communication, networking, and target-driven mindset.
? Interested?
To schedule your interview, please share your updated CV via WhatsApp using the contact number below.