Affluent Relationship Manager

Roles and Responsibilities :

• Manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions.
• Develop and maintain strong relationships with clients to understand their financial goals and objectives.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Collaborate with internal teams to develop customized investment strategies for clients.

Job Requirements :

• 9-16 years of experience in HNI client handling or similar role in banking or finance industry.
• Strong understanding of investment products such as mutual funds, equities, bonds, etc.
• Excellent communication skills for effective relationship-building with clients from diverse backgrounds.
• Ability to analyze complex financial data to provide informed advice on portfolio management.