Actively identify, acquire and manage relationships with high-net-worth (HNI) / ultra-HNI clients and institutional partners
Serve as a trusted advisor, understanding client goals and recommending relevant investment solutions
Onboard new clients, build pipelines and drive consistent growth in Assets Under Management (AUM)
Cross-sell and upsell financial products such as mutual funds, PMS, AIF, equities, fixed income & structured products
Maintain up-to-date knowledge of market trends, product features and regulatory requirements
Ensure high levels of client service, communication and satisfaction
Collaborate with internal teams (research, product, compliance) to deliver holistic solutions
