Fresh Vacancies at TheHRHive

Summary

• The Business Development Manager (HNIs) is responsible for identifying, developing, and managing relationships with high-net-worth individuals (HNIs) to drive deposits, investment products, and other financial services.
• The role is strategic and client-facing, aimed at growing the bank’s share of wallet among premium clients while providing personalized financial solutions tailored to their unique needs.

Key Responsibilities

• Identify and acquire new HNI clients through networking, referrals, industry events, and cold outreach.
• Develop deep, trusted relationships with existing HNI clients to understand their financial goals and enhance wallet share.
• Conduct periodic client reviews and financial health checks to ensure satisfaction and cross-sell relevant products.
• Drive the sale of financial products and services including savings/investment accounts, and wealth management services.
• Deliver on monthly, quarterly, and annual sales and revenue targets.
• Develop and execute personalized financial strategies for each HNI client based on their risk appetite and objectives.
• Monitor market trends, economic indicators, and competitor offerings to identify new opportunities and threats.
• Provide feedback to product and marketing teams on HNI client needs and emerging market demands.
• Contribute to the development of bespoke products and campaigns targeted at affluent individuals.
• Ensure all activities comply with regulatory and internal policies, including KYC/AML guidelines.
• Maintain proper documentation and reporting for all client engagements.
• Identify and mitigate risks in client onboarding and portfolio management.
• Mentor junior relationship officers or associates working on HNI accounts.
• Represent the bank in high-profile events and client engagement initiatives.

Key Performance Indicators (KPIs)

• Number of new HNI clients acquired
• Growth in HNI portfolio value (deposits, investments)
• Cross-sell ratio and client penetration metrics
• Client satisfaction and retention rates
• Compliance with KYC/AML and risk protocols.

Education & Experience

• Bachelor’s degree in Finance, Business Administration, Economics or related field (Masters degree is an added advantage)
• Minimum of 5–7 years’ experience in business development, private banking, or wealth management, with proven success in dealing with HNIs

Skills & Competencies:

• Strong sales and negotiation skills
• Excellent interpersonal and communication skills
• Deep understanding of financial products and investment vehicles
• High emotional intelligence and client service orientation
• Strong analytical and portfolio management skills
• Proficiency in CRM and financial analysis tools.

Preferred Personal Attributes:

• Discreet and trustworthy
• Proactive and self-driven
• Professional appearance and demeanor
• Strong networking and social engagement ability
• Results-oriented with a performance-driven mindset.

Salary
Very Attractive plus attractive commissions.

Application Closing Date
Not Specified

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Job Description

• We are looking for a detail-oriented individual to join our team as a Junior Account Officer.
• This is an entry-level role where you will learn the fundamentals of medical billing and provide crucial support to our patients by helping them navigate the financial aspect of their care.

Key Responsibilities
Billing & Payment Support:

• Process patient payments accurately at the front desk.
• Help patients understand their bills and statements.
• Perform basic data entry for patient accounts and transactions.
• Assist with preparing daily payment reports and deposits.

Patient Service:

• Answer basic patient questions about billing with patience and empathy.
• Direct more complex financial questions to a senior team member.
• Maintain patient confidentiality at all times.

Renumeration
Competitive

Application Closing Date
10th September, 2025.