Alan & Grant, is a Human Resources and Business Advisory firm. By combining creative and strategic minds, we co-create relevant and impactful solutions to our clients.
...additionally, we are developing capabilities to create and manage a portfolio of HR & Enterprise Products aimed at enhancing employee performance, business agility and overall pr...
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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.
Relevant professional certifications (e.g., CIS, CFA, or equivalent) are an advantage.
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
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