
Key Player in Client Experience
6 days ago
We are seeking a dedicated professional to play a pivotal role in enhancing client servicing for Ultra High Net Worth Individuals (UHNIs).
This position is instrumental in maintaining strong client relationships, ensuring seamless service delivery, and supporting investment activities in coordination with internal teams.
Key Responsibilities:
1.
Client Relationship Management
Serve as the primary point of contact for UHNI clients for all service-related matters.Build and nurture long-term client relationships with a focus on trust, responsiveness, and value.
Ensure proactive engagement to maintain high levels of client satisfaction and loyalty.
2.
Investment Portfolio Support
Closely collaborate with Relationship Managers and the Dealing Team to support clients in managing their investment portfolios effectively.Coordinate execution of trades, transactions, transfers, and other service requests in line with client instructions.
Client Communication & Coordination
Effectively communicate with clients to explain processes and ensure transparency throughout the client journey.
Promote a culture of exceptional service, where clients feel valued, heard, and supported at all times.
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