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Client Advisor Analyst

 Bangalore  1  NT-127

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Job Details

Company A Multinational Investment Bank
Position Client Advisor Analyst
Required Experience 1-3 Years
CTC Best in the industry
Location Bangalore
Job Code NT-127
Posted On 20 Jan 2021
Application Deadline 10 May 2021

Skills


Personal Attributes & Requirements:

  • University degree holder (including MBA / CFA) and / or with 1-3 years of professional experience in a similar capacity
  • Excellent stakeholder engagements skills
  • Fluency in English required
  • PowerPoint and Excel expertise required
  • Strong understanding of the needs and sensitivities of client management
  • Absolute discretion when dealing with confidential matters
  • Able to work under minimal supervision; adaptable to work in demanding environment
  • Detail-oriented and results-focused
  • Excellent interpersonal skills, both written and oral
  • Exceptional follow-up and follow-through skills

Description


Responsibilities include:
  • Preparing presentations and materials for client and prospective client meetings
  • Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up
  • Assisting in account openings and account reviews
  • Daily account administration
  • Researching client inquiries and managing follow-up communication and materials
  • Periodic updating of client information
  • Client invitation/nominations for events
  • Partnering with various functional partners to service clients

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