Acaipl Investment & Financial Services - HNI Sales & Wealth Distribution Specialist

Job Description Relationship & Financial Sales

Role Purpose:

To drive capital raising and revenue growth by engaging directly with High-Net-Worth Individuals (HNIs) and Ultra-HNIs, offering tailored financial solutions, and building long-term advisory relationships based on trust and performance.

Key Responsibilities:

1. HNI Client Acquisition:

- Identify, engage, and onboard High Net Worth Individuals (HNIs) and Ultra-HNIs.

- Leverage personal networks, referrals, and industry connections.

- Build a strong pipeline of prospective investors.

2. Relationship Management & Investor Engagement:

- Build and manage relationships with HNIs and Ultra-HNIs.

- Understand client needs and deliver tailored investment solutions across AIFs, PMS, and debt products.

- Drive engagement through regular interactions and portfolio discussions.

- Manage the end-to-end client lifecycle from onboarding to ongoing relationship management.

- Lead investor meetings, roadshows, and client events.

- Resolve client queries and ensure a high-quality experience.

3. Sales & Revenue Generation:

- Drive capital inflows and achieve fundraising targets.

- Lead end-to-end sales cycle: pitching, negotiation, and closure.

- Maintain a strong conversion ratio through relationship-led selling.

Key Skills & Competencies:

- Strong ability to build trust with affluent clients.

- High level of financial acumen and product understanding.

- Excellent communication, articulation, and presence.

- Relationship-first mindset (not transactional selling).

- Strong networking and influencing skills.

Qualifications & Experience:

- MBA / CFA preferred.

- 6-12 years of experience in wealth management / private banking / AIF sales.

- Proven track record of managing HNI / UHNI clients.

- Existing client relationships or network is a strong advantage.

Key Performance Indicators (KPIs):

- AUM raised from HNI/UHNI clients.

- Number of new clients onboarded.

- Client retention and repeat investments.

- Revenue per client.

- Quality of client relationships (depth, engagement).