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.

• Review client feedback and implement service improvements to enhance satisfaction.

• Prepare reports, presentations, and insights for client meetings and internal stakeholders.

• Ensure regulatory compliance and risk management in all client interactions.

Requirements:

• Bachelors degree in Business, Finance, Marketing, or a related field; Masters degree preferred.

• 5+ years of experience in client advisory, account management, or relationship management.

• Proven leadership and team management experience.

• Strong communication, negotiation, and presentation skills.

• Deep understanding of financial products, professional services, or consulting (based on industry).

• Ability to manage multiple client relationships and prioritize workload effectively.

• Proficiency in CRM systems and MS Office Suite.

Preferred Qualifications:

• Certification in client relationship or financial advisory (e.g., CFA, CFP, or industry equivalent).

• Experience in a consulting firm, financial institution, or professional services environment.

• Strong analytical mindset with data-driven decision-making skills.