Partner/Senior Partner - Private Wealth

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' portfolios, providing investment advisory services and wealth management solutions.
• Develop and maintain strong relationships with existing HNIs to increase revenue through cross-selling of priority banking products.
• Identify new business opportunities by networking within the community and leveraging referrals from current contacts.
• Collaborate with internal teams to ensure seamless delivery of services to HNI clients.

Job Requirements :

• 10-12 years of experience in private banking, wealth management, or related fields such as PMS (Portfolio Management Services).
• Strong understanding of investment advisory, portfolio management, and priority banking concepts.
• Proven track record in managing HNI client relationships and generating revenue growth through upselling/cross-selling initiatives.