Sales Associate - HNI Banking

• 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.
  


• 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
  


• Relevant professional certifications (e.g., CIS, CFA, or equivalent) are an advantage.