Client Advisor, Global Financial Intermediaries

Job description

• actively establish and maintain positive relationships with existing External Asset Managers by providing exceptional services, listening their needs and addressing their concerns
• manage the relationship of External Asset Managers and act as their key point of contact
• provide seamless front-to-back investment experience for External Asset Managers which includes knowing their investment needs, providing apt solutions and trade execution
• actively delivering product ideas and investment solutions for External Asset Managers and supporting them with their investment queries
• driving sales by promoting the bank's multi-faceted platform, organizing investment events and conference calls
• support a sales culture with an effective prospecting, sales and acquisition process; regularly reviewing sales plan performance against the desk ambition
• comply with all relevant regulation, policies and standards, fostering an effective risk culture