Client Partnership Specialist
3 days ago
Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management.
The Client Partnership Specialist will be responsible for managing a portfolio of high-net-worth clients, providing tailored investment strategies, and enhancing client satisfaction through exceptional service.
Key Responsibilities:- Cultivate and deepen trusting long term relationships with new and existing U/HNW individuals
- Identify prospects within the relevant market and use market knowledge to actively acquire new clients
- Introduce clients to a wide range of products/investment opportunities based on their suitability and responsible for the success of delivery Nomura's solutions to clients
- Ensure complete KYC, call reports and documentation for all clients
- Assist in new business/product development and work with products and service specialists in order to best serve client needs
- Contribute to the bottom-line of Wealth Management through the accomplishment of revenue and AUM target
Our team offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth.
About UsNomura is proud to be a trusted partner in navigating the complexities of the global financial landscape. We are committed to delivering exceptional client service and creating value for our clients.
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