HNI Manager

Job description CanKids KidsCan is looking for HNI Manager to join our dynamic team and embark on a rewarding career journey. Develop and manage relationships with High Net-Worth Individuals (HNIs), understanding their financial goals, risk appetite, and investment preferences. Offer personalized wealth management solutions including investment products, estate planning, insurance, and tax optimization strategies. Conduct regular portfolio reviews and provide advisory services based on market trends, financial analysis, and client objectives. Maintain a high level of service excellence and discretion, ensuring confidentiality and compliance with regulatory norms. Coordinate with internal teams such as product specialists, risk managers, and compliance officers to deliver customized solutions. Monitor client account performance, suggest course corrections, and proactively manage client expectations. Source new HNI clients through networking, referrals, and strategic partnerships, growing the AUM and client base. Stay updated on financial markets, new investment products, and regulatory changes impacting high-net-worth individuals. Prepare client presentations, financial plans, and investment proposals tailored to specific client profiles. Handle complex client queries and provide proactive, holistic financial guidance to foster long-term relationships Role: Insurance Operations Manager Industry Type: NGO / Social Services / Industry Associations Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: General Insurance Education UG: Any Graduate PG: Any Postgraduate Key Skills POPTeam building