Senior Client Advisor

The Senior Client Advisor provides tailored strategic, innovative advice/solutions to the Bank’s clients/prospective clients based on their expertise and deep knowledge of the relevant market, sector, products, regulation and knowledge of the Bank’s products and services. These solutions deliver superior investment opportunities to the clients in line with the client’s objectives and personal needs.
The Senior Client Advisor manage/develop client relationships with the highest levels of management (e.g. C-Suite).They may assist and oversee the implementation/execution of the transaction to ensure that clients’ needs are addressed. They will partner with the Sales/Coverage and Origination teams, arrange and lead client meetings to provide holistic solutions to the Bank’s clients and help grow the Bank’s client base. They will participate in the review of due diligence analysis, reports and internal desk reports working closely with the Client Advisors.
Given the advisory nature of the roles, the Senior Client Advisor will ensure that the advice provided is in ‘good faith’ and always in the best interests of the client and in adherence to all regulatory and compliance requirements.

Responsibilities

• Support WM Bankers in the structuring of the proposals to meet DB standards
• Visit clients and prospect clients together with the WM Relationship Managers
• Portfolio monitoring, including risk review, quality of the portfolios and product
• Take active roles, when needed, in product and services development projects in collaboration with other areas.

Skills

• 5+ years of practical experience in client facing roles in the Wealth Management/Private Banking business.
• Team Work oriented, high social and communication skills are needed.
• To be a certified advisor for MIFID purposes, EFPA or similar certification is required
• Advanced in English communication and skilled at collaborating with diverse international teams.
   

Well-being & Benefits

A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its centre.

• Emotionally and mentally balanced: We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health. Benefit from initiatives such as counseling and support in difficult life situations and a culture where you can openly speak about mental health.
• Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive. For example, discount in gyms, annual medical check up's, standing desks, ...
• Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well being. Benefits vary from different types of paid and unpaid leave, hybrid model of remote working (for some positions …)
• Financially secure: We support you to meet personal financial goals during your active career and for the future. Benefit from meal allowance, pension contribution plans, banking services for employees, flex compensation program.