Portfolio Relationship Manager – HNI Sales

Job Description

Responsibilities:

• Cultivate and manage relationships with high-net-worth individuals, corporate clients, and institutional partners.
• Provide expert financial advice, aligning solutions with clients’ goals.
• Manage investment portfolios, ensuring optimal performance and risk mitigation.
• Identify and pursue new business opportunities through networking and industry events.
• Ensure compliance with regulations and internal policies.

Qualifications:

• Bachelor’s degree in Finance or related field.
• Proven experience in finance sector relationship management.
• Strong knowledge of financial markets and investment products.
• Excellent communication and interpersonal skills.
• Relevant certifications (e.g., CFA, CFP) are a plus.

Benefits:

• Competitive salary and performance-based bonuses.
• Comprehensive health and wellness benefits.
• Professional development opportunities.
• Exciting career advancement prospects.