
HNI Business Growth Leader
3 days ago
Job Title:
HNI Business Growth Leader
We are seeking an experienced and results-driven HNI Business Growth Leader to lead our team of relationship managers and advisors in acquiring and retaining high net worth individual clients.
The ideal candidate will have a strong understanding of capital markets, portfolio management, and financial planning. They will also possess excellent leadership skills, with the ability to motivate and manage a team of relationship managers and advisors.
Key Responsibilities:
- Acquire and retain high net worth individual clients through strategic sales and marketing efforts
- Lead a team of relationship managers and advisors to achieve sales targets and revenue growth
- Develop and implement business plans to expand our client base and increase revenue
- Provide advisory services to clients on portfolio management and financial planning
- Collaborate with cross-functional teams to execute marketing campaigns and promotions
Requirements:
- Post-graduate degree in finance or related field
- Minimum 10-12 years of experience in financial services, with at least 5-7 years in leadership roles
- Strong knowledge of capital markets, portfolio management, and financial planning
- Excellent leadership and communication skills
- Ability to work in a fast-paced environment and meet deadlines
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