
Client Advisor Africa team
- London
- Permanent
- Full-time
- develop and maintain trustworthy client partnerships with the main focus on strategic advice
- implement a quantitative prospect development plan with measurable actions
- define advisory processes and agreements that best meet our clients' needs, in cooperation with the Investment Advisor
- provide high-quality investment options for clients, working closely with team members and specialists from other areas
- grow local market network by referrals and by identifying new prospects
- make sure clients are managed in a manner that contributes to an effective risk culture on the team
- previous experience in wealth management
- knowledge of financial products and service
- proven track record in finding solutions for clients
- great at building networks and connections
- extremely organized, with great planning skills and efficient time management
- excellent communicator, with great presentation skills