Manager Client Advice

We are looking for an experienced and client-focused Manager Client Advice to lead the delivery of strategic advisory services and relationship management for our clients. The ideal candidate will be responsible for providing tailored solutions building long-term client relationships and overseeing a team of advisors to ensure exceptional service and client satisfaction.

Key Responsibilities

• Manage and guide a team of client advisors or relationship managers.

• Serve as the main point of contact for key clients offering strategic guidance and support.

• Understand client goals challenges and industry trends to deliver proactive advice and tailored solutions.

• Develop account plans monitor performance and ensure retention and growth of client portfolios.

• Collaborate with internal teams (e.g. operations product compliance) to address client needs efficiently.

• Revi...