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Within the Middle East, our client pioneers the delivery of life-led
financial planning, systematic investment, and a unique human-centric
model for serving high-net-worth individuals, families, and business
owners. This means assisting clients in articulating meaningful goals
and attaining them through actions and strategies consistent with their
values. Clients come to them for wise, impartial advice from fiduciaries
who act as trusted guides, bringing their expertise for better results.
Position Overview
In this role, the Client Success Manager will act as the primary
liaison between our client and their valued clients, ensuring their
needs are met with exemplary service and attention. They will inspire
trust and support clients in achieving their financial goals while
ensuring alignment with our client’s values and standards.
As a critical part of the client services ecosystem, the Client
Success Manager will be passionate about working with financial planners
and the client services team to deliver high-quality service and client
delight. This position demands a proactive, highly organized,
results-driven individual with a strong commitment to integrity and
excellence, ready to thrive in a dynamic and evolving environment and be
excited by the missionary vocation of introducing fiduciary standards
into the Middle East. Our client is interested in misfits, round pegs in
square holes, and those brave enough to fully share these missionary
beliefs.
In This Role You’ll
- Develop and manage day-to-day relationships and service with
clients, ensuring a clear understanding of their financial goals and
needs.
- Support the onboarding of new clients and ensure a smooth transition.
- Attend the annual review meetings with the financial advisers.
- Lead the quarterly check-ins with clients.
- Deliver truly cared-for service, exceeding all client expectations and adding meaningful value.
- Effectively answer client queries, providing clear guidance and support.
- Act as a proactive liaison between the client and the financial adviser.
- Work closely with the Wealth Advice Associates and the Client Services team to ensure timely processing of all requests.
- Manage work effectively and be very well organized.
- Expand the client’s trust in our client by delivering exemplary service.
- Respond promptly and appropriately to clients’ questions and requests.
- Continuously seek improvement ideas to wow clients.
Please note: This non-advisory position would typically suit young, capable and experienced Western / UK / EU client services professionals.
NO FINANCIAL SERVICES QUALIFICATIONS OR FINANCIAL SERVICES SALES EXPERIENCE REQUIRED!
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