In this role, the selected candidate will be responsible for generating new opportunities from existing customer referrals and through building partnerships as well as from your own targeted outbound activity into larger prospects.
In this role you will provides project, service line or product line management, management consulting, and analytical decision support services or technical expertise for a broad array of financial and operational issues.
In this role, the selected candidate should possess above par communication and presentation skills and be able to write insights from analysis findings which in turn can be effectively communicated to the customer.
The selected candidate will be responsible for
collaborating with multiple business partners allows you to create an unsurpassed customer experience and meet the clients broad range of investment needs.
In this role, the selected candidate will work directly with customers, functional consultants and integration consultants to establish conversion approach, complete migration of configuration and to complete the data conversion / load of customer data.
In this role, you will demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele.