Wealth Management Specialist - HNI Segment - Banking

Job Responsibilities:

- Financial Planning and Advisory: Provide personalized financial planning and advisory services to HNI clients based on their financial goals, risk tolerance, and investment horizon.

- Portfolio Management: Manage and oversee the investment portfolios of HNI clients, ensuring alignment with their financial objectives and risk preferences.

- Risk Management: Conduct risk assessments for clients' financial portfolios and recommend appropriate risk management strategies, including diversification and hedging techniques.

- Wealth Preservation: Implement strategies for wealth preservation and growth, including tax-efficient investment solutions, estate planning, and succession planning.

- Market Insights and Research: Stay updated with market trends, economic developments, and investment opportunities to provide timely market insights and research reports to HNI clients.

- Networking and Business Development: Actively network and build relationships with potential HNI clients through participation in industry events, seminars, and networking forums.

- Compliance and Regulatory Adherence: Ensure compliance with regulatory requirements and internal policies while executing client transactions and maintaining client relationships.

- Performance Reporting: Provide regular performance reports and updates to HNI clients on the performance of their investment portfolios and overall financial health.

- Educational Workshops: Organize and conduct educational workshops or seminars for HNI clients on topics such as investment strategies, wealth management, and financial planning.

- Client Retention Strategies: Develop and implement client retention strategies to foster long-term relationships with HNI clients and enhance client satisfaction and loyalty