Acquire new HNI clients through personal network, referrals, and business development initiatives.
Leverage existing relationships to bring in a strong client base.
Understand client risk appetite and investment objectives to offer suitable financial products.
Manage and review client portfolios periodically to align with changing financial goals.
Investment Product Sales:
Specialize in selling investment products such as:
Portfolio Management Services (PMS)
Investment Advisory (IA)
Alternative Investment Funds (AIF)
Mutual Funds, Structured Products, Bonds, and other financial instruments
Identify cross-selling opportunities to deepen client relationships and enhance wallet share.
Business Development & Revenue Generation:
Develop and execute strategies to tap into the HNI/Ultra HNI segment.
Achieve defined sales targets and contribute to the firm's overall revenue growth.
Job Type: Full-time
Pay: ?500,000.00 - ?1,400,000.00 per year
Language:
English (Preferred)
Work Location: In person
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