HR Consulting for SMEs Recruitment needs Learning and DevelopmentOverview
We are seeking a Client Investment Advisor who will be the first point of contact for our prospective and existing clients.
The ideal candidate will blend premium customer service, front-desk management, and sales support, guiding prospects through first-level enquiries, capture leads, support high-level consultations, and assist with vital onboarding documentation.
Key Responsibilities
Answer phone calls, warmly receive office visitors, respond to introductory WhatsApp/website enquiries, and professionally manage the front desk and reception experience.
Methodically record every new inquiry, capturing crucial details including name, contact info, country of interest, family size, budget, lead source, and status.
Attend approved client meetings, handle consultation scheduling, prepare meeting materials, and represent the business professionally both in-office and at external meetings.
Stay in touch with prospects post-consultation, send approved corporate brochures, remind clients about outstanding items, and continuously update the lead tracker.
Collect essential onboarding documents from clients, carefully cross-check them against approved checklists, and hand them over to the Operations Manager.
Assist in preparing client proposals using approved company templates and swiftly escalate high-value prospects to the CEO or Operations Manager.
Requirements
Experience in Banking, Customer Service, Sales, Client Relations, Travel, Real Estate, Investment, or Immigration/advisory services is highly preferred.
Presentable, highly articulate, and confident when interacting with high-net-worth individuals. Possesses excellent written communication skills for professional WhatsApp and email exchanges.
Comfortable working strictly with corporate checklists, master trackers, and structured data entry.
Highly trustworthy and capable of handling sensitive, confidential client financial and personal information with utmost care.
Trainable, eager to learn, and capable of quickly mastering the intricacies of global citizenship and residency by investment programs.