Affluent Relationship Manager

Roles and Responsibilities :

• Manage a portfolio of high net worth (HNI) clients, providing personalized wealth management solutions to meet their financial goals.
• Identify new business opportunities through networking, referrals, and market research to expand the HNI book.
• Develop and maintain strong relationships with existing clients to increase retention rates and cross-sell other banking products.
• Collaborate with internal teams such as investment specialists, account managers, and product experts to deliver tailored services.

Job Requirements :

• 5-12 years of experience in priority banking, HNIs sales or wealth management.
• Proven track record in acquiring new HNI clients and growing existing relationships.
• Strong understanding of premier banking services including portfolio management, investment advisory, insurance offerings etc.