HNI Relationship Manager
Core
Lead a team to acquire, manage, and grow relationships with High Net Worth Individual (HNI) clients by offering customized wealth management and investment solutions.
Role type
Senior IC HNI Relationship Manager
Builds
Client portfolios and long-term relationships
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
HNI client acquisition, relationship management, wealth management, portfolio management, investment advisory, financial planning, cross-selling, regulatory compliance, networking
Preferred skills
Private banking background, track record of AUM growth, negotiation skills
Technologies
Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance
Responsibilities
Acquire and onboard HNI clients through networking and referrals; Develop and manage long-term relationships by understanding financial goals; Provide customized wealth management and investment advisory solutions; Manage and grow clients' investment portfolios; Drive business growth through new client acquisition and cross-selling; Offer advisory on investment products; Review portfolio performance and provide strategic recommendations; Ensure compliance with regulatory guidelines; Collaborate with internal teams to deliver seamless service.