Job Overview
The Global Client Group is responsible for developing new business and managing current relationships with clients worldwide.
We strive to revolutionize the investment landscape, and our solutions are designed to provide unparalleled value to our clients. The team focuses on growing existing relationships and developing net new business.
Key Responsibilities:
* Communicating complex investment concepts to financial advisors, brokers, and head offices.
* Educating investors on our portfolio solutions and their construction.
* Providing relationship management and analytical support to grow existing relationships and develop new business.
* Partnering with Regional Directors to develop strong business and personal relationships with key clients.
* Developing and delivering investment presentations to clients and prospects.
* Coordinating the production of client-driven requests among a team of professionals.
* Staying up-to-date on industry trends and best practices.
What We Offer:
A range of programs to support your well-being, career growth, and family needs, including comprehensive benefits, educational initiatives, and celebratory events.