Sales Associate – HNI Banking

We are seeking a Sales Associate to acquire and manage high net-worth individual (HNI) clients by offering tailored financial solutions. This role focuses on deepening client relationships, driving portfolio growth, and delivering exceptional, personalized banking services.

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

• 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

Nice to Have

• Professional certifications (CIS, CFA, or equivalent)

How to Apply

No application instructions provided in the posting.