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Asset Management Client Advocate
2 weeks ago
We are seeking a highly motivated and experienced professional to join our team as an Asset Management Client Advocate. In this role, you will be responsible for providing exceptional service experiences to our institutional clients, identifying opportunities to grow and deepen our relationships with them.
Key Responsibilities- Client Needs Assessment: Conduct thorough assessments of client needs and preferences, developing tailored solutions to meet their evolving requirements.
- Relationship Building: Build and maintain strong relationships with clients, establishing trust and credibility through excellent service delivery.
- A minimum of 5 years of experience in asset management, with a focus on client service and relationship management.
- Excellent communication skills, with an ability to build strong relationships with clients and stakeholders.
- Strong analytical skills, with an ability to analyze complex data and develop actionable insights.