Sales Associate - HNI Banking
About this role
- 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
- Relevant professional certifications (e.g., CIS, CFA, or equivalent) are an advantage.
Company at a glance
Alan & Grant, is a firm of consultants creating innovative HR & Enterprise Solutions. We focus on enabling performance improvements around our clients’ people, product and project concerns.
We work with different organizations to conceptualize, build and deploy bespoke solutions aimed at improving overall performance and align workforce to long-term corporate objectives ensuring sustained growth and profitability in the process.
Our core competences are in
HR Advisory Services
Organizational Development (structure, policies, systems audit and development), Outsourcing Management (including people, function and process areas), Employee/HR Analytics, Employee Performance Management Systems, Salary survey and payroll management, Job Evaluation & Design,
Human Capacity Development
Gap Analysis, Competency Assessment & Design, Training Plan Design & Management, Facilitation, Curriculum & Content Development, Graduate Trainee Induction, Learning Academy Design & Development.
Talent Acquisition
Workforce Planning, Talent Sourcing, Executive Recruitment & Selection, Role Outsourcing, Assessment Centre Design & Management.
Enterprise Solutions
Market Research, Product Performance Review, Strategy Development, Quarterly/Yearly Performance Review, Quality Management Systems (ISO Audit, Assessment and Certification Preparation)
Project & Programme Management
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