About this role
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Client Support team to partner with the Business.
As an Associate within the Client Support team, you will partner with the Business to deliver exceptional service to our clients.
Job responsibilities
- Preparing presentations and materials for client and prospective client meetings
- Excellent knowledge 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
- Periodic 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 6 of experience
- Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise
- First-hand experience creating PowerPoint and Tableau Dashboards
- Experience/Exposure in AI/ML/BI Tools to drive innovation and efficiencies across teams.
- 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
- French/Spanish language proficiency – reading/writing/speaking