Director, Client Advisory

Job Responsibilities:

• Offer financial advice to the bank’s assigned clients  after carefully assessing their investment requirements  
• Meet the profitability and net new asset targets assigned by the bank while building long-term client relationships  
• Manage and build the client relationship including handling of the day-to-day service requirements of the assigned clients 
• Supervise the execution of client’s transactions and ensure minimal errors  
• Keep abreast with product, market, research, etc., developments in order to provide better advice to the clients 
• Ensure that all compliance requirements with regard to client accounts are properly adhered to  
• Prospect for new clients and help the organization to secure new client relationships  
• Gather market intelligence on business, clients, markets, etc., in order to best serve the interests of the organisation 
• Serve as a brand ambassador for the culture and values of the bank during interaction with clients and in public behavior
• Conduct business with a high degree of professionalism and integrity

Job Requirements:

• Minimum 10 years of experience in a private banking environment with good assets base and proven acquisition and retention ability
• Possess Non-Examinable Course (NEC) or CACS Paper 1 and Paper 2