Job closed
Ref: HP350-7469
Job description / Role
The Client Advisor will play an integral role in building and managing client relationships and ensuring they have best-in-class investment advisory services and wealth and portfolio management capabilities. The position will also be responsible for new business development and sourcing new relationships - building investment opportunities as well as growing existing business relationships, assuring a holistic and seamless client experience.
Client Details
The client is a leading independent financial services firm providing financial advisory services to private investment offices of select families and UHNWI. The client is an outsourced CIO advisory with multi-million AUA.
Description
* Maintain, manage and enhance HNW/UHNW/Institutional
* Identify and pursue business development opportunities, including referrals and networking to expand client base, participate in revenue generation targets and growth of AuA.
* Balance client relationships, prospect building, portfolio monitoring and growth as well as administrative compliance on a day-to-day and longer-term basis.
* Monitor and review client portfolios regularly to ensure the performance and allocation is aligned with clients' objectives
* Exercise a high level of leadership in managing client relationships and making investment decisions within established guidelines and compliance frameworks.
Job Offer
* Strong compensation package with lucrative incentives
* Good career progression
Requirements
* Bachelor's degree in finance, Economics or
* MBA in Finance and CFA would be an added
* Fluency in English and Arabic
* At least 5 years of experience (and a successful track record) in investment banking or a related field in investment advisory such as portfolio or wealth management.
* Experience with advising/ setting up/implementing multifamily office capabilities would be an added
About the Company
Michael Page is one of the world's leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world.
The Group has operations in the UK, Continental Europe, Asia-Pacific and the Americas. In the Middle East we focus on the areas of:
Finance & Accounting Banking & Financial Services Procurement Property & Construction Engineering & Supply Chain Oil & Gas Technical and Engineering Human Resources Sales Marketing Technology Secretarial Executive Search Legal
The Group operates through 161 offices in 33 countries and employs over 5,000 employees worldwide.