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Recruiter at Credence HR Services
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Advisor/Senior Advisor - Investment (2-12 yrs)
- Prepare pitch books and meeting materials for client meetings
- Coordinating with global investment specialists, wealth advisors, and capital advisors & client pitches, meeting agendas and assisting the bankers in managing client follow up
- Assisting in account openings and account reviews
- Daily account administration (ex/ unblocking of accounts, setting up credit lines, etc.)
- Research client inquiries and manage to follow up communication and materials
- Periodic updating of client backgrounds
- Client invitation/nominations for events
- Perform ongoing oversight and provide leadership and subject matter expertise to ensure the execution of a risk-based oversight model for the client-advisor functions
- Manage capacity and assignment of activities across the team
- Lead the - change control- as requirements and priorities shift through planning and execution
- Lead, influence, and motivate cross-functional teams at varying leadership levels to drive execution and delivery
- Provide basic client information management
- Validate the source of wealth of clients
- Periodic updating of client backgrounds
- Implement and monitor the organizational strategic plan and develop goals and strategies that address priority
- Issues related to functional excellence, people, innovation and efficiency
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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