NeoFinity - Relationship Manager

Key Responsibilities:

- Build and nurture long-term, trust-based relationships with affluent and HNI clients.

- Provide holistic wealth management solutions tailored to client needs and aspirations.

- Ensure integrity and transparency in all client interactions.

- Drive growth by acquiring new clients and deepening existing relationships.

- Stay updated with market trends, investment products, and financial strategies to deliver real performance.

- Collaborate with a lean, focused team to create an exceptional client experience.

Key Requirements:

- 4-10 years of experience in Wealth Management, Private Banking, or Relationship Management.

- Proven track record of managing and growing HNI/affluent client portfolios.

- Strong understanding of financial markets, investment products, and client advisory.

- Excellent interpersonal and communication skills.

- Entrepreneurial mindsetability to thrive in a lean and high-performance environment.