Pishon & Brooks Advisory Services Limited (PBAS) is a professional services firm that supports her clients by managing their end-to-end HR Processes in order to enhance their productivity and growth aspirations.Job Objective
Responsible for client acquisition, onboarding, relationship management, and AUM growth.
Key Responsibilities
Acquire HNI and corporate clients
Manage and grow client portfolios
Drive AUM inflows and retention
Provide regular portfolio updates
Ensure smooth onboarding and documentation
KPIs
AUM growth
Client retention rate
Revenue contribution
Requirements
Bachelor’s Degree in Accounting, Finance, Economics, or related field; additional qualification/ professional certification (MBA, M.Sc, ACIB, ACA, ACCA, CFA) is an advantage
3–7 years experience in banking or wealth management
Strong client network
Relevant degree (Finance, Economics, etc.).
Core Competencies:
Client relationship management
Sales and negotiation
Financial product knowledge (fixed income, FX)
Communication and presentation
Emotional intelligence and trust building
Success Profile:
Consistently meets or exceeds AUM targets
Builds long-term client relationships
Drives repeat investments and referrals
Maintains high client satisfaction levels