Overview Support client relationships by managing inquiries, conducting financial needs analysis, identifying sales opportunities, ensuring compliance, and maintaining accurate client records in a dynamic, supportive work environment.
Responsibilities - Act as the first point of contact for day‑to‑day client inquiries, ensuring prompt and professional responses. Coordinate meetings, follow‑ups, and prepare client presentations.
- Conduct preliminary financial needs analysis of clients, including goals, risk appetite, and investment preferences. Assist in preparing financial needs assessments and solutions under the guidance of senior managers.
- Identify cross‑selling opportunities through client interactions; support prospecting, lead generation, and pipeline management.
- Ensure all client interactions and transactions comply with company policies and regulatory requirements.
- Maintain accurate and updated client records...