Website Dimensions HRD Consultants
Role Overview:
Managing, acquiring, and deepening relationships with high-net-worth individuals (HNIs) and private banking clients.
Key Job Responsibilities:
– Client Acquisition & Deepening: Acquire new HNI clients and expand the share of wallet and revenues from existing wealth portfolios.
– Bespoke Advisory: Provide tailored financial, investment, banking, and legacy planning solutions.
– Single Point of Contact: Act as the primary face of the bank for high-net-worth clients, coordinating with dedicated service teams and specialists (such as investment, insurance, and trade specialists).
– Sales & Targets: Drive the sale of full-stack banking products, cross-sell wealth services, and meet revenue and asset-growth targets.
To apply for this job please visit www.iimjobs.com.
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