Role within a leading wealth management firm
Exciting opportunity for early stage professionals within Financial Services
Gain exposure to working with global accounts
You will be responsible for :
Building a network of target prospects.
Acquiring, developing and servicing long-term relationships with clients.
Keeping a close eye on client conversions and sales cycles.
Studying investment profile and delivering solutions.
Collaborating with support functions, business partners, and product specialists to provide effective client solutions
Conducting regular checks on market and competitor trends.
Maintaining high ethical standards and strictly complying with policies, processes and regulations.
Prior experience as a Client Relationship Associate / Manager would be highly preferred.
You have at least 1 year industry experience in Wealth Management.
Ability to handle multiple clients and prioritize projects is required.
Solid communication, interpersonal and presentation skills is a must.
You can network your way through any situation and have critical thinking ability along with solid analytical skills.
Proficiency in regional language would be required to interact with local clients and stakeholders.
Our client is a leading wealth management firm trading in global financial markets. Equipped with a rich investment expertise, they are a team of industry veterans, focussed on achieving their customers' investment objectives.