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HNI Manager
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- Posted a month ago
- Be among the first 30 applicants
Job Description
- CanKids KidsCan is looking for HNI Manager to join our dynamic team and embark on a rewarding career journey.
- Develop and manage relationships with High Net-Worth Individuals (HNIs), understanding their financial goals, risk appetite, and investment preferences.
- Offer personalized wealth management solutions including investment products, estate planning, insurance, and tax optimization strategies.
- Conduct regular portfolio reviews and provide advisory services based on market trends, financial analysis, and client objectives.
- Maintain a high level of service excellence and discretion, ensuring confidentiality and compliance with regulatory norms.
- Coordinate with internal teams such as product specialists, risk managers, and compliance officers to deliver customized solutions.
- Monitor client account performance, suggest course corrections, and proactively manage client expectations.
- Source new HNI clients through networking, referrals, and strategic partnerships, growing the AUM and client base.
- Stay updated on financial markets, new investment products, and regulatory changes impacting high-net-worth individuals.
- Prepare client presentations, financial plans, and investment proposals tailored to specific client profiles.
- Handle complex client queries and provide proactive, holistic financial guidance to foster long-term relationships
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Key Skills
About Company
Founded in 2004, by Poonam Bagai, herself a cancer survivor, CanKids KidsCan is a national NGO working in India to address the needs of children with cancer and their families. CanKids is dedicated to driving Change for Childhood Cancer .