Client Advisory Manager

• Communicate with clients and organize meetings.
  
• Conduct risk evaluations for the clients present investment.
  
• Analyze information and develop programs that are best suited to specific customers needs.
  
• Onboard new customers complete KYC procedures and activate accounts across our platforms products.
  
• Manage documents for bank/broking account openings.
  
• Communicating with customers on updates on new financial products or changes to laws that might impact their savings and investments.
  
• Assist in evaluating and addressing customers evolving requirements and financial situations.
  
• Assist the supervisor in providing guidance and assisting customers with their investment requirements taking into account their risk tolerance and performance goals by offering a range of investment options.
  
• Conduct comprehensive Know Your Customer (KYC) assessments thoroughly examine the existing asset allocation and assist the supervisor in formulating investment recommendations.
  
• Assist supervisor in facilitating collaboration between the Portfolio Manager Product team and Research team to make investment choices on behalf of customers.
  
• Generating investment reports.
  
• Assist supervisors by facilitating communication between banks and financial services providers
  
• Staying informed about current financial products and laws
  
• Strict adherence to all regulatory legislative and business compliance criteria
  
• Provide assistance in marketing and selling financial products and solutions to achieve specified assets under management (AUM) goals. Assist in coordinating seminars workshops and other initiatives to enhance company growth.
  

Requirements

• Bachelor s degree in finance Economics or Banking
  
• A minimum of 5 years of relevant experience in investment advising and management.
  
• Proven track record in investment management and investment advisory services
  
• Excellent Communication Skills Management Skills Advisory Skills & Sales Skills.