
Financial Services Professional
4 days ago
Building Successful Client Relationships is a key aspect of this role, where you will engage with High Net-Worth Individuals (HNIs) and provide high-quality wealth management services.
This position involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with their goals.
The ideal candidate will have a proven track record of handling HNI clients and converting leads into managed portfolios.
- Main Responsibilities:
- Build and maintain strong relationships with HNI clients
- Convert qualified leads into managed portfolios
- Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
- Monitor and review client portfolios to ensure consistent performance
- Collaborate with internal teams to deliver seamless wealth advisory services
Required Skills and Qualifications:
- Bachelor's/Master's degree in Finance, Commerce, Economics, or related field
- 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory
- Proven track record of handling HNI clients and converting leads
About the Role:
We are expanding our Relationships Department and seeking dynamic professionals who can provide exceptional client service and help us achieve our growth objectives.
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