Client Advisor

Summary:

Institutional Sales, Institutional Client Group (primarily covering financial institutions, with potential to expand coverage to other client segments in the future).

 

• Responsibilities:
• Market and promote investment strategies to institutional clients.
• Propose new investment strategies in response to client needs and market trends.
• Drive ongoing promotion and client adoption of existing strategies.
• Build and strengthen long-term client relationships.

 

Qualifications:

• Several years of relevant work experience in the financial industry.
• Preferred: Institutional sales experience at an asset management firm or a securities company.
• Strong communication skills with the ability to build and maintain excellent client relationships.
• Team-oriented, collaborative, and able to work effectively with internal stakeholders.
• Strong presentation skills, with the ability to deliver clear and persuasive proposals and explanations.
• Preferred: Ability to handle client discussions from both investment/product and regulatory/industry framework perspectives (ready-to-contribute from day one).


Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

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