Adroit Vantage - Senior Associate/ AVP Client Advisory

Responsibilities * Client Engagement & Expansion o Expand the company's clientele by attracting new users through app installations and registrations, and fostering account engagement through transactions. o Identify, cultivate, and oversee relationships with both prospective and existing clients, maintaining consistent communication and rapport. * Partnership & Collaboration o Offer proactive guidance to clients based on their investment goals, aligning tailored product offerings with their unique requirements. o Facilitate clients' seamless transition through a digital onboarding and Know Your Customer (KYC) process, ensuring smooth user integration. o Highlight the diverse capabilities of the company's wealth technology platform to clients across Southeast Asia. o Lead initiatives to promote adoption of the digital wealth platform, providing education, guidance, and support to encourage client utilization. o Analyze user behavior and collaborate with internal teams (e.g., Chief Investment Officer team, client support team) to deliver personalized wealth management advice in accordance with clients' investment objectives. * Compliance & Governance o Uphold compliance with regulatory standards, ensuring all transactions adhere to legal guidelines governing banking operations and customer interactions. o Safeguard the company's integrity and reputation when representing it externally. o Ensure adherence to regulatory mandates and company policies, maintaining ethical conduct in all activities.