Client Solutions Specialist, Wealth Management
2 months ago
The Client Solutions Specialist is responsible for providing comprehensive sales and product support to Relationship Managers (RMs) within the Wealth Management division. This role acts as a bridge between the firm's investment products and services, and the needs of the clients, ensuring a seamless and personalized client experience.
Key Responsibilities:
a. Sales Support:
- Assist in the onboarding process for new clients, ensuring a smooth transition and a positive client experience.
- Respond to all client inquiries and instructions, including order placements, and provide resolution to most issues and requests.
- Monitor transactions and activities in client accounts, and maintain accurate client data and reports.
- Coordinate with Product, Operations, and other functional areas as necessary to address client needs.
- Ensure adherence to internal and external regulations and policies at all times.
- Provide administrative and client service support to RMs, including scheduling appointments, preparing presentations, and arranging meetings.
b. Product Support:
- Develop in-depth knowledge of the firm's investment products, financial planning services, and other wealth management offerings.
- Provide support to RMs and clients in understanding the features, benefits, and suitability of different investment and financial products.
- Assist in obtaining investment product quotes from counterparties and act as the liaison between RMs and counterparties for product-related queries and execution requests.
- Collaborate with the RMs to gather client feedback and identify opportunities for product enhancements or new product development.
- Prepare product sales reports and analyses as needed to support the RMs and the Product team.
- Assist in the research and due diligence of new products or strategies, providing insights and recommendations to the Product team.
Qualifications and Skills:
- Proficient in traditional Chinese reading and writing, as this will be required to effectively communicate with Taiwanese RMs and clients.
- Minimum 3 to 5 years of relevant experience in client servicing operations or sales support within financial institutions.
- Bachelor's degree from a recognized institution.
- Strong understanding of financial products and services, with the ability to explain complex concepts in a clear and concise manner.
- Excellent interpersonal, communication, and client-interfacing skills.
- Meticulous attention to detail and strong organizational skills.
- Ability to thrive in a fast-paced environment and remain empathetic, passionate, and resilient.
- Having passed or willingness to take CMFAS exams M1, M1A, M6, M6A, M5, M8A, M8, and M2A (now RES 2A) is preferred.
Tell employers what skills you have
Wealth Management
Excellent Communication Skills
Account Management
Sales Support
Due Diligence
Analytical Skills
Business Acumen
Client Service
Prepare sales reports
financial products
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