One of our prestigious Clients' who is a leading "Finance and Wealth Management" organization based in the UK, is looking for an experienced "Client Services & Investment Executive" to work in their Colombo office immediately.

SALARY: Negotiable

ROLES & RESPONSIBILITIES:

• Provide client support to all existing clients on all non-advisory matters ensuring company SLAs are met.
• Management of client requests to enhance relationships and to ensure first-class client service provided.
• Liaise with product and service providers to ensure the best outcomes for clients.
• Communicate clearly with all colleagues to ensure business goals are achieved.
• Ensure that all tasks are completed accurately and in a timely manner.
• Manage ad hoc and regular withdrawals. 
• Lead on security trading assisted by colleagues where required. 
• Assist in posting of documents including quarterly valuations to client portals.
• Management of small client portfolios.
• Provide admin support to Directors where required.
• Provide leadership and guidance to junior client relationship manager including support with technical knowledge and direction throughout trading.
• Contribute technical knowledge on UK products including pensions to the team where required.
• Processing Corporate actions.
• Communicate with external providers and platforms regarding ad hoc and regular requests pertaining to client matters and ensure that they are pushed to deliver fast turnarounds to satisfy internal SLAs
• Action in-specie transfers inclusive of transfer of trustees for clients.
• Make outbound calls to clients to chase the return of documents and acceptance of trading recommendations. 
• Manage investment of monthly regular payments.
• Ensure that the internal client database is kept updated and accurate.
• Process paperwork and manage procedures for deceased clients.
• Ad hoc tasks to support Directors including the research of investments funds using Bloomberg.
• Produce portfolio analysis reports on external investment portfolios.
• Create PDF client investment portfolios to issue to new clients. 
• Collate quarterly research material.

QUALIFICATIONS & EXPERIENCES:

• Degree in Business Administration/Development or related field.
• 3-5 years of experience in Client Relationship Services.
• Experience in Finance, Investment & Wealth Management is required.
• Experience in sales or customer service is preferred.

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• Excellent communication skills in both written and spoken English.
• Strong IT skills with proficiency in MS-Office, CRM tools, Etc.
• Knowledge of customer relationship management (CRM) practices.

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• Superb interpersonal skills, including the ability to quickly build rapport with customers.
• Client service orientation and excellent customer service skills.
• Ability to communicate with judgment, diplomacy, and tact with clients from various backgrounds.

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• Excellent organizational, and time management skills.
• Problem-solving attitude with an ability to multi-task.
• Team player with proven leadership skills.

HOW TO APPLY:

If you are interested, please forward your CV to, This email address is being protected from spambots. You need JavaScript enabled to view it.

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