
Client Growth Specialist
1 day ago
Job Overview
We are seeking a skilled professional to join our team as a Client Growth Specialist. In this role, you will be responsible for developing and managing client relationships to enhance and acquire more Assets Under Management (AUM).
Key Responsibilities:
- To develop and manage client relationships to increase AUM.
- Align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
- Review and service portfolios to create a wow experience for clients.
- Onboard new relationships and clients.
- Conduct marketing activities to increase the number of managed clients.
- Leverage skills and knowledge to deliver exceptional client service.
- Maintain full ethics in providing services and analysis.
Why Work With Us?
We offer a collaborative environment that fosters trust, excellence, and growth. Our team is dedicated to empowering clients to make informed investment decisions and achieve their financial goals.
We operate across multiple locations, serving clients globally and delivering tailored solutions to meet their needs.
As a Client Growth Specialist, you will have the opportunity to work closely with product teams to deliver specialized advice and drive business growth.
Requirements:
- Excellent communication and interpersonal skills.
- Ability to analyze complex financial data and provide insights.
- Strong problem-solving skills and attention to detail.
- Experience in client relationship management and sales.
- Proficiency in Microsoft Office Suite.
Benefits:
We offer a competitive compensation package, comprehensive training programs, and opportunities for career advancement.
Join our team and embark on a rewarding career journey
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