Client Advisor Support
3 weeks ago
Job Summary
As a Client Advisor Support - Analyst within our global investment team, you will have the opportunity to prepare presentations and materials for client meetings, coordinate with global investment specialists, and manage client follow-up. You will also be responsible for ensuring accurate client onboarding and updating client information in our core banking systems. This role provides an excellent opportunity to develop your skills in asset management and client relations, while working in a dynamic and demanding environment.
Job responsibilities
Preparing presentations and materials for client and prospective client meetings Demonstrate Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials Periodically updating of client information in core banking systems, partnering with various functional partners and departments to service clients and diligently document minutes of client meetings Draw insights from large data(Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing processRequired qualifications, capabilities, and skills
Graduate / Post graduate degree from a reputed institute with 2 + years of experience Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise First-hand experience creating PowerPoint and Tableau Dashboards Experience/Exposure in AI/ML/BI Tools to drive innovation and efficiencies across teams. Strong understanding of the needs and sensitivities of client managementPreferred qualifications, capabilities, and skills
Private Banking / Asset & Wealth Management knowledge a plus. Able to work under minimal supervision; adaptable to work in demanding environment Detail-oriented and results-focused French/Spanish/German/Mandarin/Hebrew language proficiency – reading/writing/speaking-
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