Position Details
Responsibilities
Lead and support Client Advisors in building and maintaining strong client relationships, driving superior client service and engagement Act as the primary point of contact for Client Advisors, managing client inquiries, administrative tasks, and documentation in line with regulatory requirements and internal policies Drive preparation of investment market updates and presentation materials for prospects and existing clients Assist and lead ongoing portfolio monitoring, facilitating rebalancing strategies and transaction execution Participate in client meetings with Client Advisors, providing proactive support in documentation and follow-up actions Lead client onboarding processes, perform KYC and due diligence, and collaborate with internal teams to ensure smooth account opening Mentor and train new team members, fostering a culture of excellence and continuous improvement Provide leadership in ad-hoc ...