Client Advisor (uae National)
Dubai, United Arab Emirates
Job Description
Requirements:
Ensure contract compliance where necessary.
Prepare client presentation packages and reporting on client accounts.
Prepare, manage and submit sales quotes accurately into the appropriate quote entry system.
Assist with quoting, ordering, account management, mailbox and call management, part requests, report generation and order fulfillment.
Research technical information on product requests and ensure access to procurement.
Develop and maintain client relationships through proactive client communication and actively manage client accounts and the coordinated delivery of services to individuals, families, trusts and foundations.
Collaborate with advisors to proactively monitor asset allocation.
Proactively monitor and take action to correct fixed income maturities and client overdrafts based on knowledge and history of the client account.
Perform cash management functions using software and systems in accordance with established account procedures and applicable fiduciary laws and policies.
Qualifications:
Bachelor\'s Degree in business.
Demonstrated critical thinking, confidence, and sound work ethic.
A collaborator with strict attention to detail.
Comfortable leading and advising to solve problems.
A professional at all times.
Fluency in products and services offered.
Ensure contract compliance where necessary.
Prepare client presentation packages and reporting on client accounts.
Prepare, manage and submit sales quotes accurately into the appropriate quote entry system.
Assist with quoting, ordering, account management, mailbox and call management, part requests, report generation and order fulfillment.
Research technical information on product requests and ensure access to procurement.
Develop and maintain client relationships through proactive client communication and actively manage client accounts and the coordinated delivery of services to individuals, families, trusts and foundations.
Collaborate with advisors to proactively monitor asset allocation.
Proactively monitor and take action to correct fixed income maturities and client overdrafts based on knowledge and history of the client account.
Perform cash management functions using software and systems in accordance with established account procedures and applicable fiduciary laws and policies.
Qualifications:
Bachelor\'s Degree in business.
Demonstrated critical thinking, confidence, and sound work ethic.
A collaborator with strict attention to detail.
Comfortable leading and advising to solve problems.
A professional at all times.
Fluency in products and services offered.
Worka
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Job Detail
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Job IdJD1512712
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDubai, United Arab Emirates
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EducationNot mentioned