Posted By
Posted in
Banking & Finance
Job Code
1428466
Key Responsibilities:
- Proactively identify and onboard HNI clients into our exclusive Preferred program, fostering long-term and profitable relationships.
- Cultivate a deep understanding of each client's unique financial goals and aspirations to provide personalized advice and solutions.
- Develop and implement comprehensive wealth management strategies encompassing a range of products and services, including investment opportunities, credit facilities, and private banking solutions.
- Demonstrate exceptional cross-selling skills to recommend the most suitable products and services to enhance client portfolios and maximize wallet share.
- Focus on acquiring family accounts, expanding the client base, and strengthening intergenerational wealth transfer strategies.
- Act as a trusted advisor and one-point contact for all HNI client needs, ensuring a seamless and exceptional customer experience.
- Continuously monitor and analyze client relationships, proactively identifying opportunities to deepen engagement and enhance profitability.
- Maintain strong relationships with internal teams, including product specialists and portfolio managers, to deliver holistic wealth management solutions.
- Participate in business development activities to identify and acquire new-to-bank HNI relationships, fostering sustainable growth.
Required Qualifications:
- Degree in Finance, Business Administration, or a related field (MBA preferred).
- Minimum of 3+ years of experience in private banking, wealth management, or a related field, with a demonstrably successful track record in managing HNI client relationships.
- In-depth knowledge of financial products and services, including investment instruments, wealth management strategies, and private banking solutions.
- Strong analytical and problem-solving skills to assess client needs and recommend tailored financial solutions.
- Excellent communication and interpersonal skills to build rapport and trust with HNI clients.
- Proven ability to cross-sell effectively and achieve ambitious sales targets.
- Strong understanding of regulatory compliance requirements within the private banking sector
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Posted By
Posted in
Banking & Finance
Job Code
1428466
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