Client Liaison Specialist - Investments

Job Purpose

To provide client support to Wealth Managers in order to meet business goals and exceed client expectations.

Key Responsibilities

• Perform portfolio reviews, prepare records of advice/review
• Financial projections using financial planning software
• Understanding of investment and financial planning strategies for high-net-worth, Juristic and individual client
• Respond to client needs by offering the right service and solution
• Nurture strong, long-standing client relationships
• Educate clients and potential clients on how to subscribe and service their account
• Educate clients on the convenience, security and functionality of self-service solutions
• Provide knowledgeable client service that fosters mutual trust and confidence
• Discover client's needs through connecting, understanding and delivering financial solutions with care
• Provide financial strategies and advice using a holistic approach to help clients achieve their goals and grow financially
• Own the client request end to end and route for alternative intervention if not equipped to service the client
• Identify cross-selling opportunities through client engagement and quality conversations
• Facilitate the sales process by informing clients of the product features and benefits
• Fulfill clients' needs through documenting needs analysis and by providing suitable financial product solutions
• Obtain referrals from existing clients as well as leads from other business units
• Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests
• Educate clients on the use of alternative, cost effective, time saving and convenient self-service channels
• Provide complete solution to clients by networking and collaborating with internal stakeholders
• Provide input into client financial analysis, make recommendations to credit and monitor the return of security documentation
• Identify and recommend opportunities to enhance processes, systems and policies

Essential Requirements

• Bachelor of Commerce/Finance/Investments/Economics (preferred)
• 3 years' Private Banking/ Investment House Client Service and Para-Planning experience
• CRM D-365 & Active Ops system experience is highly advantageous