Clients services - high-net-worth individuals (HNIs)

We are looking for an experienced leader in client services with a strong background in wealth management, private banking, or related fields. The ideal candidate has a proven track record of building and maintaining strong relationships with high-net-worth individuals (HNIs), driving client acquisition, and growing investment portfolios. You must be sales-oriented, proactive, and able to provide strategic financial guidance to HNI clients.











Qualifications



High level of professionalism with a client-first mindset.
Strong organizational skills, with the ability to prioritize tasks and manage time efficiently.
Self-driven with a proactive approach to goals and performance.
Ability to articulate complex financial concepts clearly to clients.
Positive energy and a strong sense of optimism.
Financially literate with a constant eye on market trends, regulatory changes, and industry developments.
Excellent persuasion and relationship management skills.


Non-Negotiables



10–15+ years of experience in wealth management, private banking, or related fields.
Proven track record of building and maintaining strong client relationships with HNIs.
Strong understanding of equity, fixed-income, and broader investment markets.
Sales-oriented mindset with the ability to provide financial advisory services.
Excellent communication and interpersonal skills to engage high-value clients.
Demonstrated success in executing user acquisition strategies.




Kindly share your CV and LinkedIn profile link to jobkonnecta@gmail.com










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