Client Adviser

Management & Business Development

Nationwide

The Client Adviser will work with individuals, families, and institutional clients to provide them with sound investment advice and create custom solutions for their financial and investment needs. The role requires experience working with ultra and high-net-worth clients, while contributing to the organic and inorganic growth of the firm.

• Minimum Qualification:Degree
• Experience Level:Mid level
• Experience Length:2 years

• Finding and onboarding new clients while contributing to the growth of the firm's Assets Under Advisement
• Expanding relationships with existing clients.
• Providing first-class experience to clients
• Managing relationships with individuals, families, and institutions
• Developing and maintaining long-term relationships with clients
• Advising clients relative to their wealth management, investment, and financial planning needs
• Monitoring client portfolios for rebalancing and tax loss harvesting opportunities.
• Preparing for clients meetings, including preparation of reports and proposals
• Relating with other professional partners such as Attorneys, Accountants, Custodians, Insurers, and Trustees
• Contributing articles and market reports for the firm's publications
• Other duties may be assigned

• Minimum academic qualification of a Bachelor's degree in any related field.
• Minimum of 2 years of relevant work experience in relationship management and wealth management
• Chartered Financial Analyst (CFA) Charter holders or candidates working towards earning their Charter preferred
• Excellent verbal and written communication skills.
• Problem-solving attitude and a customer-oriented mindset.
• Proficiency in Microsoft Office applications (Word, Excel, and PowerPoint) is a must

28 Mar, 2023