01Key Responsibilities
- Client
Relationship Management:
- Develop
and maintain strong, long-term relationships with existing and
prospective HNI clients.
- Regularly
meet clients to understand their financial goals, objectives, and risk
tolerance.
- Serve
as the primary point of contact for clients, providing exceptional
customer service and personalized solutions.
- Ensure
high levels of client satisfaction and retention through continuous
engagement and timely follow-ups.
Financial
Advisory & Planning:
- Provide
bespoke financial planning and advisory services to HNI clients,
including investment, estate planning, tax strategies, and retirement
planning.
- Advise
clients on a wide range of wealth management products including equities,
fixed income, alternative investments, mutual funds, insurance, and more.
- Regularly
review and assess client portfolios, providing tailored investment
strategies to align with their evolving financial goals.
Investment
& Portfolio Management:
- Monitor
and analyze clients' portfolios to ensure they align with their financial
objectives.
- Recommend
appropriate investment opportunities and adjustments based on market
trends, economic factors, and individual preferences.
- Collaborate
with internal teams (research, trading, product specialists) to provide
clients with cutting-edge solutions.
Business
Development & Acquisition:
- Identify
new business opportunities within the HNI segment through networking,
referrals, and other channels.
- Proactively
seek to expan .
