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.