Client Advisor

1 week ago

Singapore Rockstead Capital Group Full time

The Client Advisor is responsible for managing and growing client relationships by providing tailored financial solutions. The role involves acquiring and maintaining a portfolio of clients, identifying business opportunities, and delivering exceptional service. The ideal candidate will have strong financial acumen, excellent communication skills, and a proactive approach to business development. This role reports to the Head of EAM.
Overview
The Client Advisor is responsible for managing and growing client relationships by providing tailored financial solutions. The role involves acquiring and maintaining a portfolio of clients, identifying business opportunities, and delivering exceptional service. The ideal candidate will have strong financial acumen, excellent communication skills, and a proactive approach to business development. This role reports to the Head of EAM.
Responsibilities
Drive profitable growth by acquiring, developing and servicing long-term relationships with clients
Accountable for the performance of individual's own client book
Generate healthy pipeline of target market prospects and convert them into clients
Deliver, monitor and review solutions to clients based on client investment profile
Collaborate with support functions, business partners, and product specialists to provide effective client solutions
Understand the risk and control environment within area of responsibility and drive rectification as required
Handle customer issues, complaints, and product enquiries on timely basis in accordance with established procedures
Meet revenue targets and other quantitative targets like yield, AUMs,

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