Client Advisor Support
4 weeks ago
You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team.
As a Client Advisor within our Global Private Bank Advisor Support Team, you will be responsible for defining, refining, and achieving the set goals for our firm on a daily basis.
Job responsibilities
Prepare presentations and materials for client and prospective client meetings Have Thorough knowledge of Asset Classes and characteristics Work on Investment Proposals, Goal Based Analysis, Investment Reviews Coordinate with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up Provide insights during pre-call meetings and contribute meaningfully Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials Update client information periodically and partner with various functional partners to service clientsRequired qualifications, capabilities, and skills
Post graduate degree (MBA/PGDBM) from a reputed institute /CFA with minimum 5 to 8 years of experience Excellent stakeholder engagements skills and Fluency in English required Inclination to understand market dynamics and develop expertise and Absolute discretion when dealing with confidential matters Strong understanding of the needs and sensitivities of client management and PowerPoint and Excel expertise requiredPreferred qualifications, capabilities, and skills
Able to work under minimal supervision; adaptable to work in demanding environment Detail-oriented and results-focused Excellent interpersonal skills, both written and oral Exceptional follow-up and follow-through skills-
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