Client Advisor Support - Team Leader Job in
- Kpr sugar apperals
- 2 to 6 Yrs
- Other Karnataka
- 2 months ago
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Job Description
- You are a strategic thinker passionate about driving solutions using Client Management. You have found the right team. As a Client Advisor within our Private Banking team, you will be responsible for defining, refining, and achieving the set goals for our firm on a daily basis. Job responsibilities Preparing presentations and materials for client and prospective client meetings Being aware of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials Periodically updating of client information in core banking systems, partnering with various functional partners and departments to service clients and diligently document minutes of client meetings Draw insights from large data(Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing process Required qualifications, capabilities, and skills Graduate / Post graduate degree from a reputed institute with minimum 2 years of experience Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise PowerPoint and Excel expertise required Strong understanding of the needs and sensitivities of client management Preferred qualifications, capabilities, and skills Private Banking / Asset & Wealth Management knowledge a plus. Able to work under minimal supervision; adaptable to work in demanding environment Detail-oriented and results-focused,
Employement Category:
Employement Type: Full timeIndustry: BFSI
Role Category: Not Specified
Functional Area: Not Specified
Role/Responsibilies: Client Advisor Support - Team Leader Job in
Contact Details:
Company: Chase- CandidateLocation(s): Other Karnataka
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Keyskills: Client Management Quantitative Analysis Qualitative Analysis Stakeholder Engagement PowerPoint Excel Client Onboarding Data Analysis
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