High Net Worth Client Manager
5 days ago
We are seeking an experienced High Net Worth Client Manager to join our team at Equentis. In this role, you will be responsible for managing high net worth clients, providing advisory services, and building and maintaining relationships with clients.
Key Responsibilities:
- Manage a portfolio of high net worth clients with a minimum entry-level portfolio of ₹1 crore.
- Provide advisory services to clients, including investment advice and portfolio management.
- Develop and implement strategies to acquire new clients and grow existing relationships.
Requirements:
- Prior experience working in wealth management firms, private banking, PMS Advisory, AIF Acquisition, or High ticket MF Sales.
- Exposure to HNI client management.
- Strong advisory and relationship management skills.
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