Director, Client Advisory

Responsibilities:

• Offer financial advise to the bank's assigned clients after carefully assessing their investment requirements
• Meet the profitability and net new asset targets assigned by the bank while buildinglong-term client relationships
• Manage and build the client relationship including handling of the day-to-day servicerequirements of the assigned clients
• Supervise the execution of client’s transactions and ensure minimal errors
• Keep abreast with product, market, research, etc., developments in order to providebetter advice to the clients
• Ensure that all compliance requirements with regard to client accounts are properlyadhered to
• Prospect for new clients and help the organization to secure new client relationships
• Gather market intelligence on business, clients, markets, etc., in order to best serve the interests of the organisation
• Serve as a brand ambassador for the culture and values of the bank during interaction with clients and in public behavior
• Conduct business with a high degree of professionalism and integrity

Requirements:

• More than 10 years in a private banking environment with a good asset base and proven acquisition and retention ability
• NEC or CACS Paper 1 and Paper 2
• Proven excellent communication skills
• Entrepreneurial attitude
• Good product knowledge
• Ability to work under stress and adapt to change

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