Affluent Relationship Manager

Job description

Roles and Responsibilities : • Manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions. • Identify new business opportunities through networking, referrals, and market research to expand the client base. • Develop strong relationships with clients by understanding their financial goals and objectives, offering tailored investment advice, and providing exceptional customer service. • Collaborate with internal teams such as trading, research, operations, etc. to ensure seamless execution of trades and settlements. Job Requirements : • 6-15 years of experience in priority banking or wealth management industry. • Strong knowledge of HNI sales, portfolio management, preferences banking products & services. • Excellent communication skills for building rapport with high-net-worth individuals.