HNI Manager

5 days ago

Chennai Mumbai, India Cankids Kidscan Full time

Job Description - CanKids KidsCan is looking for HNI Manager to join our dynamic team and embark on a rewarding career journey. - Develop and manage relationships with High Net-Worth Individuals (HNIs), understanding their financial goals, risk appetite, and investment preferences. - Offer personalized wealth management solutions including investment products, estate planning, insurance, and tax optimization strategies. - Conduct regular portfolio reviews and provide advisory services based on market trends, financial analysis, and client objectives. - Maintain a high level of service excellence and discretion, ensuring confidentiality and compliance with regulatory norms. - Coordinate with internal teams such as product specialists, risk managers, and compliance officers to deliver customized solutions. - Monitor client account performance, suggest course corrections, and proactively manage client expectations. - Source new HNI clients through networking, referrals, and strategic partnerships, growing the AUM and client base. - Stay updated on financial markets, new investment products, and regulatory changes impacting high-net-worth individuals. - Prepare client presentations, financial plans, and investment proposals tailored to specific client profiles. - Handle complex client queries and provide proactive, holistic financial guidance to foster long-term relationships

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