Client Advisor (Relationship Manager)

Full-time Financial Services,Investment Management,Investment Banking

JOB DESCRIPTION:

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.

RESPONSIBLITIES:

• 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 speci...