Wealth Executive Advisor – High Net Worth Clients

About the role

We are seeking a Wealth Executive Advisor to provide tailored advice on wealth products and services to high‑net‑worth and affluent customers. The role focuses on expanding the bank’s Asset Under Management by building strong relationships and delivering customized financial solutions.

Key responsibilities

• Advise clients on wealth products such as mutual funds, bonds, bancassurance, and foreign exchange.
• Conduct market analysis and gather information on customer needs and industry trends.
• Develop and execute client‑approach strategies to meet predefined targets.
• Maintain and deepen relationships with existing clients while acquiring new high‑net‑worth customers.
• Grow the portfolio’s Asset Under Management (AUM) through effective cross‑selling and portfolio management.

Required profile

• Bachelor’s degree in any discipline.
• Minimum 5 years of experience in banking, preferably as a wealth relationship manager.
• Strong understanding of funding products and relevant regulations.
• Excellent negotiation and communication abilities.
• Highly motivated, target‑driven and able to work independently.

Required skills

What we offer

• Competitive salary package.
• Performance‑based bonuses.
• Professional development and training programs.
• Comprehensive health and insurance benefits.