Preparing presentations and materials for client and prospective client meetings
Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews
Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up
Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials
Periodic updating of client information in core banking systems, partnering with various functional partners and departments to service clients and diligently document minutes of client meetings
Draw insights from large data(Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing process
Required qualifications
Graduate / Post graduate degree from a reputed institute with 2+ years of experience
Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise
First-hand experience creating PowerPoint and Tableau Dashboards
Experience/Exposure in AI/ML/BI Tools to drive innovation and efficiencies across teams.
Strong understanding of the needs and sensitivities of client management
Preferred qualifications
Private Banking / Asset & Wealth Management knowledge a plus.
Able to work under minimal supervision; adaptable to work in demanding environment
Detail-oriented and results-focused
French/Spanish/German language proficiency – reading/writing/speaking