Director, Client Advisory

About the role

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

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