The Senior Relationship Manager HNI Banking is responsible for acquiring and managing high net-worth individual (HNI) clients by offering tailored financial solutions.
The role focuses on deepening client relationships, driving portfolio growth, and delivering exceptional, personalized banking services. .
Qualifications
Strong relationship management, customer service, and client advisory skills, with the ability to build trust and maintain long-term partnerships.
Bachelor's degree in Finance, Business Administration, Economics, or related field, relevant professional certifications in banking or finance are an advantage.
Minimum of 5 years' experience in banking, with exposure to HNI/wealth management
Proficiency in sales, business development, and portfolio management, including experience meeting or exceeding revenue and growth targets.
Solid communication, negotiation, and presentation skills, with the capacity to explain financial products clearly to diverse customer segments.
Comfort with digital banking platforms, data analysis, and basic reporting tools to monitor account performance and customer activity.
Ability to work effectively in a hybrid environment, manage time independently, and collaborate with cross-functional teams.
High ethical standards, attention to detail, and a strong commitment to inclusive, non-discriminatory customer engagement.