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Strong brand and common Sales/RM title increase competition despite non-metro location.
High — domain-specific wealth and HNI relationship skills limit cross-industry transferability.
Medium — requires specialized wealth management and HNI experience but lacks explicit years requirement.
Build and manage relationships with high-net-worth individuals (HNI), delivering tailored wealth management solutions across various investment products.
Drive business development through client acquisition, cross-selling, and networking to expand client base and meet growth targets.
Analyze portfolio performance and collaborate with internal teams to ensure accurate, compliant, and profitable portfolio management.
Graduate or Postgraduate degree in any discipline.
Experience with HNI client acquisition and relationship management in wealth management noted but exact years not specified.
Deep knowledge of financial markets, investment products including Debt, Equities, Mutual Funds, Fund-based Real Estate products.
Work Experience Required: Not explicitly mentioned in the JD.
Experienced in managing and growing portfolios for high-net-worth clients with a focus on profitability and income per customer.
Comfortable executing business development activities, including organizing micro-events and leveraging networks for referrals.
Able to collaborate effectively with research, investment, and compliance teams to deliver comprehensive investment solutions.