You are a strategic thinker passionate about driving solutions using Client Management. You have found the right team.

As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firm

Job responsibilities

• Preparing presentations and materials for client and prospective client meetings
• Awareness 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
• Periodic 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 process

Required qualifications, capabilities, and skills

• Graduate / Post graduate degree from a reputed institute with 2 to 4 years of experience
• Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise
• PowerPoint and Excel expertise required
• Strong understanding of the needs and sensitivities of client management

Preferred 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