{"@context":"https://schema.org","@type":"JobPosting","title":"Client Partner - HNI and Ultra HNI Clients","description":"

Role & responsibilities

Build, manage, and deepen long-term relationships with HNI and Ultra-HNI clients.
Acquire new clients through personal networks, referrals, market intelligence, and business development initiatives.
Understand clients' financial objectives, risk appetite, investment horizon, and overall wealth profile.
Provide personalized investment and wealth-management solutions based on client requirements.
Drive client engagement across products including equities, mutual funds, bonds, PMS, AIFs, structured products, and other investment solutions, subject to suitability and regulatory requirements.
Conduct regular portfolio reviews and proactively identify opportunities to improve client outcomes.
Develop a strong referral network and consistently build the HNI/Ultra-HNI client pipeline.
Track business performance, revenue, AUM, client acquisition, and relationship growth against defined targets.

Candidate Profile

5-12 years of relevant experience in Wealth Management, Private Banking, Broking, Investment Advisory, Asset Management, or a related financial-services business.
Demonstrated experience managing HNI / Ultra-HNI clients.
Strong existing client network and proven ability to acquire affluent clients.
Good understanding of Indian equity markets and investment products.

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