HNI RM

Client Acquisition: Identify and prospect high net worth individuals and families, and develop strategies to acquire new HNI clients.

Client Engagement: Build and maintain strong, long-lasting relationships with HNI clients, gaining an in-depth understanding of their financial goals and objectives.

Comprehensive Assessment: Conduct thorough financial assessments for HNI clients to develop personalized wealth management and investment strategies.

Financial Advisory:Investment Planning: Provide expert advice on investment opportunities, portfolio management, and asset allocation, aligning strategies with client goals and risk tolerance.

Estate Planning: Assist clients in estate planning, wealth transfer, and legacy preservation strategies.

Product and Service Promotion:Product Knowledge: Maintain a deep understanding of financial products and services, including exclusive offerings tailored for HNI clients.

Cross-selling: Identify opportunities to cross-sell banking and investment products, insurance, and other financial solutions.

Documentation and Compliance:Documentation: Facilitate the completion of documentation for account opening, investments, and transactions for HNI clients.

Regulatory Compliance: Ensure strict adherence to financial regulations, tax laws, and reporting requirements applicable to HNI clients.

Market Research:Market Trends: Stay updated on global and local market trends, economic conditions, and investment opportunities relevant to high net worth individuals.