Job Description

An HNI (High Net-Worth Individual) Desk Head is a senior-level position within a financial services or wealth management firm responsible for managing and overseeing the desk dedicated to serving High Net-Worth Individuals (HNIs). HNIs are individuals with substantial wealth, typically defined as having investable assets above a certain threshold (often millions of dollars). The role of the HNI Desk Head is to lead a team that offers personalized financial services, investment strategies, and wealth management solutions tailored to the unique needs of these affluent clients.