- 4-20 years experience in wealth management with expertise in HNI acquisition and investment advisory
- Manage HNI client relationships, identify new business opportunities, and implement strategies for client acquisition and retention
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, providing personalized financial advice and investment solutions.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop and implement effective strategies for HNI acquisition, retention, and cross-selling of financial products such as mutual funds, equity sales, etc.
- Collaborate with internal teams to ensure seamless delivery of services to clients.
Job Requirements :
- 4-20 years of experience in wealth management or related field.
- Solid understanding of financial advisory, HNIs acquisition, investment advisory, investment products (including mutual funds), and wealth management principles.
- Proven track record in building strong relationships with high net worth individuals and families.