Client Relations & Private Finance Executive

Client Relations & Private Finance Executive

Roles & Responsibilities:

• Client Outreach

  : Assist the team in reaching out to potential clients through calls, emails, and other communication channels. Help introduce the firm's services and financial solutions to prospective clients.

• Research & Lead Generation

  : Conduct market research to identify new potential clients and opportunities in the private finance space. Assist in gathering relevant financial data and identifying client needs.

• Client Interaction Support

  : Shadow senior team members during client meetings or calls to learn about the client engagement process, from initial contact to offering financial solutions.

• Document Preparation

  : Help prepare client presentations, proposals, and reports. Maintain and update client databases, ensuring all records are accurate and current.

• Financial Analysis Support

  : Assist in preparing financial models, reports, and client portfolios under the guidance of senior team members.

• Administrative Support

  : Provide general administrative support to the client relations team, ensuring smooth daily operations.

• Learning & Development

  : Participate in training sessions and workshops to enhance your financial knowledge and skills. Apply classroom learning to real-world financial services.

Skills Required

• A strong interest in private finance,

  wealth management

  , and financial advisory services.
• Basic understanding of financial products, services, and markets.
• Excellent communication and interpersonal skills.
• Strong organizational skills and attention to detail.
• Ability to work independently and as part of a team.
• Proficiency in

  MS Office (Excel, PowerPoint, Word)

  .
• Eagerness to learn, proactive, self-motivated, and strong problem-solving skills.

QUALIFICATION:

• An

  MBA in Finance

  is a key requirement.