Hiring for Leading Global Investment Bank for Client Advisor Role (Asset Management Team) for Vice President

KRA'S -

1. Coordinating with Onshore Analyst team to initiate account opening documentation (most communication/correspondence will go through Onshore analysts)

2. Preparing presentations and materials for client meeting (Updating pitch books and other marketing materials)

3. Preparing presentations and materials for prospective client meetings (background research, other client connections, recent news, establish source of wealth, identify news/ politically exposed persons))

4. Set up Investment Mandate documentation

5. Assisting in account opening/client onboarding/KYC processes

6. Researching client inquiries and managing follow-up communication and materials - delivered to on-shore point-person for review

7. Periodic updating of client information (including managing mail/ subscription list)

8. Partnering with various functional partners to service clients (including prospect maintenance, pipeline management, call memo updating)

Specific qualifications include -

- MBA/CFA or an equivalent professional degree with 12+ years of experience

- Broad experience in Financial/Banking Industry and understanding of the client life cycle and Products/Asset classes

- Experienced people manager adapt at working in matrix organization and managing dynamic high performance teams

- Any experience in building and leading offshore teams would be helpful

- Proactive, self-motivated and solution oriented approach, project management skills would be useful

- Hands on multi-tasker, self directed, capable of working independently and as part of the team.

- Excellent stakeholder engagements skills, strong understanding of the needs and sensitivities of client management

- Absolute discretion when dealing with confidential matters

- Able to work independently and adaptable to work in demanding environment

- Excellent interpersonal skills, both written and oral

- Exceptional follow-up and follow-through skills

- PowerPoint and Excel expertise required

- Knowledge of BI Tools to lead business/process simplification initiatives would useful

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