Luxury Financial Advisor

High Net Worth Individual (HNI) Relationship Manager Job Summary

• We are seeking an experienced Relationship Manager - Wealth to join our team. The successful candidate will have a proven track record of managing high net worth individual clients and providing personalized wealth management solutions.
• Key Responsibilities:
• Identify potential HNI/UHNI clients and develop strategies for client acquisition.
• Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences.
• Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives.
• Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning.
• Design and manage investment portfolios based on clients' risk profiles and financial objectives.
• Monitor market trends and economic developments to make informed investment recommendations.
• Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings.
• Address client inquiries, concerns, and requests in a timely and efficient manner.
• Requirements:
• Bachelor's degree in Finance, Economics, or related field.
• Minimum 5 years of experience in wealth management or a related field.
• Proven track record of managing high net worth individual clients.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving skills.

We offer a competitive salary and benefits package. If you are a motivated and experienced professional looking for a challenging role, please apply now.