Client Advisor Support Associate

Global Private Bank (GPB) Advisor Support India team is an extension of the global sales organization and partners closely with the Client Advisors - Bankers, Investment specialists, Lending Advisors, Wealth Advisors, Market / Regional Leadership to support them on activities across the client/sales life cycle - Prospecting / Lead generation, creating pitchbooks / updating marketing materials, supporting client onboarding, ongoing client portfolio reviews and analysis, goal based analysis and researching client queries. The team operates in a globally integrated format with strong alignments to Advisors of a given Region/Market to enable contribution to business priorities.

Job Responsibilities-

Specific responsibilities of the individual in a Regional / Market(s) lead role would be as follows -

The lead would need to be hand-on, develop in-depth subject matter expertise with the tasks described above and contribute to the particular Region / Market aligned, as well as guide the junior resources on the team with functional nuances

Responsible for Business Development - Apply business / product / process understanding to identify opportunities to build depth in the function, move up the value chain from a complexity standpoint and work towards end to end ownership of appropriate tasks

Establish strong controls and governance framework to ensure proper integration of the India team with the global partners

Stakeholder management - effective communication and regular status reporting to key business stakeholders

Analyze existing capabilities and identify priority gaps and opportunities; drive process efficiencies and best practices within the team

Lead and be the catalyst for change as requirements and priorities shift as we progress from planning to execution

Encourage and drive collaboration with related functions/groups supporting this business locally and globally to drive integration and efficiency

Be part of Performance Appraisals, monthly 1:1s and employee career development

Required qualifications, skills and capabilities

We seek candidates with a unique blend of leadership, interpersonal and analytical skills. In addition to functional responsibilities, the lead is expected to act as a key engagement point with location teams and lead a highly motivated team for both qualitative and quantitative resources to understand complex financial situations and present solutions. Specific qualifications include:

MBA/CFA/FRM/CFP or an equivalent professional degree with 7+ years of experience

Broad experience in Financial/Banking Industry and excellent understanding of the investment life cycle, products and asset classes

Experienced people manager adapt at working in matrix organization and managing dynamic high performance teams

Proactive, self-motivated and solution oriented approach, project management skills would be useful

Hands on multi-tasker, self directed, capable of working independently and as part of the team.

Excellent stakeholder engagements skills, strong understanding of the needs and sensitivities of client management

Absolute discretion when dealing with confidential matters. Able to work independently and adaptable to work in demanding environment

Excellent interpersonal skills, both written and oral. Exceptional follow-up and follow-through skills. PowerPoint and Excel expertise required

Preferred qualifications, skills and capabilities

Knowledge of BI Tools to lead business/process simplification initiatives would useful

Any experience in building and leading offshore teams would be helpful