Client Advisor
3 weeks ago
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.
OverviewThe 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, account growth and fee income ratio
- Provide investment advice to clients and fully responsible for clients under management
- Maintain regular contact with clients including sales, visits, offer services and products and understand the client's background and source of wealth
- Ensure compliance with company's and regulatory requirements
- Ensure audit trail and maintain records for all client communication and comply with documentation requirements
- University graduate, ideally in Bachelors in Business/Finance
- Circa 8 years of work experience as Client Advisor/Relationship Manager in Financial Services industry (Private Banking, Premier Banking etc.)
- Proven sales track record of direct selling experience in private banking business
- Sound product knowledge relating to investment products
- Good understanding of compliance and regulatory requirements
- Excellent interpersonal and communication skills
- Ability to listen and understand client's requirements
- Team player and ability to work together to acquire clients
- Director
- Other
- Business Development and Customer Service
- Industries: Financial Services, Investment Management, and Investment Banking
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