Job Description:
Job Description
As a High Net Worth Sales Executive, you will be responsible for:
Developing and maintaining relationships with high-net-worth individuals (HNWIs) to promote and sell financial products and services tailored to their needs.
Your role will involve identifying prospective clients, conducting thorough financial assessments, and providing personalized investment advice and solutions.
You will collaborate with internal teams, such as wealth management advisors and portfolio managers, to develop comprehensive wealth management strategies that align with clients' goals and objectives.
Additionally, you will stay informed about market trends and regulatory changes, continuously expanding your knowledge to offer clients the highest level of service and expertise.
Your success will be measured by your ability to acquire new high-net-worth clients, retain existing ones, and grow assets under management.
Requirements
Candidates should possess B.Sc Degrees with 2+ year relevant work experience.