Vice President –Client Advisor (12+ Years)
An exciting job opportunity for professionals having 12+ years of experience in supporting Private bank client advisor’s and servicing clients.
Location: Mumbai/ Bangalore
Your future employer:
A leading, global group with a strong foothold in specialty financial services serving millions of customers across the full spectrum.
Responsibilities:
Co-ordinating for account opening documentation
Assisting in account opening/ client on-boarding/ KYC processes
Researching client enquiries and managing follow up communication
Servicing clients and updating client information
Acting as a key engagement point between local teams
Requirements:
Chartered Accountant/ MBA with 12+ years of experience
Understanding of client life cycle
Experience in building and leading teams
Strong PC skills including MS Excel, MS Word, MS Access and Outlook.
Investment banking product knowledge including derivatives, equities, fixed income and debt securities.
What is in it for you?
Fast track career growth
Market leading remuneration
Liaise extensively with stakeholders
Reach Us:
If you think this is the right opportunity for you, feel free to apply or forward your application with your updated resume at Akshita.garg@crescendogroup.in for further discussions.
Disclaimer:
Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment.
We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.
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