Our client is a dynamic, financial services institution offering a wide range of financial products and services to professionals and entrepreneurs across all sectors.
Job Summary
The Sales Associate – HNI Banking is responsible for acquiring and managing high net-worth individual (HNI) clients by offering tailored financial solutions. The role focuses on deepening client relationships, driving portfolio growth, and delivering exceptional, personalized banking services.
Key Responsibilities
- Identify and acquire high-net-worth clients through networking and referrals.
- Promote a range of wealth management and banking products tailored to HNI needs.
- Build and maintain strong, long-term client relationships.
- Manage client portfolios to drive deposits, investments, and revenue growth.
- Understand clients’ financial goals and provide customized solutions.
- Achieve assigned sales, revenue, and portfolio growth targets.
- Ensure a high level of service delivery and client satisfaction.
- Monitor market trends and provide insights to clients.
- Ensure compliance with all regulatory and internal policies.
Requirements
- Bachelor’s degree in Finance, Business Administration, Economics, or related field.
- Minimum of 5 years’ experience in banking, with exposure to HNI/wealth management
- Proven track record in sales, portfolio growth, or client acquisition
- Strong understanding of investment and banking products
- Relevant professional certifications (e.g., CIS, CFA, or equivalent) are an advantage.