New
Job Preference:
Functional and Skill Requirements -1. Experience:
- 1-4 years in wealth management, private banking, family office, or financial advisory, with a proven track record of managing UHNI clients.
2. Education:
- Graduate or Bachelor's degree in Finance, Economics, Business, or related field.
3. Technical Proficiency:
- Deep understanding of financial products (equities, fixed income, alternatives, structured products, etc.), regulatory frameworks, and taxation.
4. Communication & Presence:
- Exceptional verbal and written communication skills.
- High emotional intelligence, listening skills, and gravitas suitable for engaging HNI personalities.
5. Client-Centric Mindset:
- A natural passion for delivering an impeccable client experience.
- Discretion, integrity, and ability to handle sensitive financial and personal matters.
6. Relationship Building:
- Strong interpersonal skills with an ability to build rapport and trust quickly.
- Experience handling multigenerational wealth and legacy planning is a plus.
Qualification:
Bachelor of Accounting and Finance, Bachelor of CommerceJob Description:
Job Responsibilities:We are seeking a highly articulate, financially savvy, and relationship-driven Key
Accounts Manager to manage and grow our UHNI client relationships. This role
demands a balance of deep product knowledge, refined communication, and an
unwavering focus on creating a superior client experience.
You will serve as a trusted advisor and primary point of contact, ensuring that clients
receive tailored solutions, proactive advice, and white-glove service at every interaction.
Key Responsibilities –
• Relationship Management:
- Act as the principal liaison for a select portfolio of Ultra HNI clients.
- Develop and nurture long-term, trust-based relationships.
- Understand each client’s unique financial objectives, family structures, and lifestyle preferences.
• Client Experience & Communication:
- Deliver a consistently premium client experience.
- Communicate clearly, confidently, and with emotional intelligence in all interactions.
- Anticipate client needs and proactively address concerns, queries, and opportunities.
• Advisory & Knowledge Leadership:
- Maintain up-to-date expertise on wealth management products, financial markets, estate planning, tax structures, and alternative investments.
- Collaborate with internal and external experts to offer tailored investment and financial solutions.
- Educate clients through insightful updates, market commentaries, and bespoke financial reviews.
• Client Onboarding & Reviews:
- Oversee seamless onboarding of new clients with a personalized welcome experience.
- Conduct periodic portfolio and strategy reviews, ensuring alignment with evolving client goals.
• Business Growth:
- Develop referrals organically by exceeding client expectations and fostering advocacy.