The role involves managing client relationships to identify financial goals, challenges, and risk tolerance, supporting data analysis to identify trends and additional services
Job Summary
The role involves managing client relationships to identify financial goals, challenges, and risk tolerance, supporting data analysis to identify trends and additional services.
Key accountabilities include designing customized solutions, communicating value propositions, providing expert financial advice, and assessing/mitigating client-related risks.
Director expectations include managing a business function, influencing policy, leading large teams or complex projects, and acting as a thought leader with deep technical expertise.
Matching Summary
The role involves managing client relationships to identify financial goals, challenges, and risk tolerance, supporting data analysis to identify trends and additional services.
Skills & Requirements
Must-have
Client relationship management
Financial goals analysis
Industry trend research
Customized solution design
Value proposition communication
Risk assessment and mitigation
Nice-to-have
Thought leadership
Cross-functional collaboration
External environment monitoring
Senior stakeholder negotiation
Leadership behaviours (LEAD)
Key Requirements
Extensive knowledge of industry theories and practices
Interpretative thinking and advanced analytical skills