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