Affluent Relationship Manager

Roles and Responsibilities :

• Manage a portfolio of high net worth individuals (HNIs) clients, providing personalized wealth management solutions to meet their financial goals.
• Develop and maintain strong relationships with existing clients through regular communication, ensuring customer satisfaction and loyalty.
• Identify new business opportunities through cross-selling and upselling strategies to expand the client base.
• Collaborate with internal teams to develop investment advisory services, asset allocation plans, and financial planning solutions.

Job Requirements :

• 4-8 years of experience in HNI client handling, relationship management, or wealth management.
• Strong understanding of investment advisory, portfolio management, and financial planning principles.
• Proven track record in client acquisition and retention through excellent relationship building skills.