Client Relationship Advisor

We are seeking a professional Client Relationship Advisor to join a client-facing team supporting corporate and individual clients with advisory portfolio follow-up and relationship management. The role focuses on developing and maintaining client relationships delivering clear guidance on client solutions and supporting growth of an advisory portfolio in a professional services context.

This position suits a collaborative customer-oriented advisor who is organised comfortable running client meetings and presentations and experienced in managing client portfolios or accounts.

Responsibilities

• Manage and develop a portfolio of corporate and individual clients ensuring ongoing satisfaction and retention.
• Act as the primary point of contact for client enquiries coordinating internally to deliver timely and accurate responses.
• Prepare and present client proposals advice notes and solution summaries.
• Lead informational sessions and workshops for client groups and stakeholders.
• Ensure accurate record-keeping and follow-up on client actions and commitments.
• Monitor client accounts and performance indicators escalating risks or opportunities to management.
• Support commercial outreach and prospecting activities to expand the client base.
• Collaborate with colleagues across technical service and operations teams to ensure a seamless client experience.

Requirements

Benefits

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full Time

Experience : years

Vacancy : 1