Client Advisor Support
3 weeks ago
Job Summary
. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities, and products to ultra-high and high net worth individuals and families in 36 countries around the world. We enjoy relationships with 40% of the individuals on the Forbes Billionaire list making us one of the largest Private Banks worldwide in terms of client assets.
We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the capabilities of the firm. Private Banking is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
This India team would play a support role to the Private Bank Advisors and their Analysts, operate as an extension of the global team and be responsible to help on several aspects of servicing their clients across sales life cycle
(however the India team members would not have any direct client interaction and not be involved in licensed activities, they will be responsible to partner/support the Client Advisors and their Analysts only)
Prospecting : Responsible to research (including indigenous) prospects (using databases, general search) and create bios focusing on pertinent information to prepare the banker for the meeting Preparing presentations and materials for prospective client meetings (background research, other client connections, latest news, establish source of wealth, identify news/ politically exposed persons) Supporting the Client Onboarding process in partnership with Client Advisor/Banker and onshore analyst by liaising with middle office/Ops and other relevant groups – assisting in account opening documentation/review Preparing Pitchbooks and other marketing materials for client meeting including Goals Based Planning, Investment Proposals, Consolidated Asset Reports, Client Performance Reviews of Investments with insights and Portfolio Optimization/RebalancingClient Engagement and Deepening
Support Client Advisors to develop and maintain strong relationships with high-net-worth clients, understanding their financial goals, preferences, and risk tolerance. Be a catalyst for Client Advisors by proactively monitoring clients' portfolios and financial flows, staying abreast of market trends, regulatory changes, and economic developments that may impact their wealth management strategies. Support Client Advisors by attending PB Morning Meetings and reviewing client portfolios to assess progress towards goals, adjust investment strategies, and recommend changes as needed. Stay informed about competitive offerings and industry trends in private banking and wealth management, leveraging market insights to enhance client service and drive business growth. Perform a role of Advisor to Client Advisors by identifying opportunities to deepen client relationships and expand the breadth of services provided, including cross-selling additional products and services.Specific responsibilities of the individual in a Regional / Market(s) lead role would be as follows -
Job responsibilities:
Be hands-on, develop in-depth subject matter expertise with the tasks described above and contribute to the particular Region / Market aligned, as well as guide the junior resources on the team with functional nuances Be Responsible for Business Development – Apply business / product / process understanding to identify opportunities to build depth in the function, move up the value chain from a complexity standpoint and work towards end to end ownership of appropriate tasks Establish strong controls and governance framework to ensure proper integration of the India team with the global partners Manage Stakeholder – effective communication and regular status reporting to key business stakeholders Analyze existing capabilities and identify priority gaps and opportunities; drive process efficiencies and best practices within the team Lead and be the catalyst for change as requirements and priorities shift as we progress from planning to execution Encourage and drive collaboration with related functions/groups supporting this business locally and globally to drive integration and efficiency Be part of Performance Appraisals, monthly 1:1s and employee career developmentRequired qualifications, capabilities and skills
We seek candidates with a unique blend of leadership, interpersonal and analytical skills. In addition to functional responsibilities, the lead is expected to act as a key engagement point with location teams and lead a highly motivated team for both qualitative and quantitative resources to understand complex financial situations and present solutions. Specific qualifications include:
MBA/CFA/FRM/CFP or an equivalent professional degree with 7+ years of experience Broad experience in Financial/Banking Industry and excellent understanding of the investment life cycle, products and asset classes Experienced people manager adapt at working in matrix organization and managing dynamic high performance teams Proactive, self-motivated and solution oriented approach Hands on multi-tasker, self directed, capable of working independently and as part of the team. Excellent stakeholder engagements skills, strong understanding of the needs and sensitivities of client management Absolute discretion when dealing with confidential matters Able to work independently and adaptable to work in demanding environment Excellent interpersonal skills, both written and oral Exceptional follow-up and follow-through skills PowerPoint and Excel expertise requiredPreferred qualifications:
Any experience in building and leading offshore teams would be helpful project management skills would be useful Knowledge of BI Tools to lead business/process simplification initiatives would useful-
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