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Years of Experience
Date Last Verified
ProfileClient Advisor The candidate will manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Will drive business results and acquire new assets, both from existing client base and new client acquisition. Will advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Will partner with internal specialists to provide interdisciplinary expertise to clients when needed. Will ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
Qualification and Experience
The candidate must be energetic and entrepreneurial business builder who thrives and excels in a competitive industry. Must be proactive, takes initiative, and uses critical thinking to solve problems. Should focuses on the client experience and works tirelessly on the client’s behalf. Should have dynamic and credible professional who communicates with clarity and has exceptional presentation skills. Should demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business. Should have strong community presence with an established network. Should have experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Should have experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Must have 6+ years of work experience. Should have Private Banking or Financial Services industry. Should have bachelors degree.