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Sales Associate HNI Banking
Job Location:
Monthly Salary:
Not provided by the employer
Monthly Salary:
Experience Required:
5years
Experience Required:
Posted:
24 June 2026 (30+ days ago)
Posted:
Application Deadline:
21 September 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Our client is a dynamic financial services institution offering a wide range of financial products and services to professionals and entrepreneurs across all sectors.
Job Summary
The Sales Associate 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.
Key Responsibilities
- 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
- Bachelors 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.
