CUSTOMER ADVISOR ANALYST I | ONE COMMERCIAL I MG
Core
Support the Investments Advisory team in consultative relationships with One & Prime segment clients, focusing on capital raising, asset retention, and relationship expansion.
Role type
Junior commercial analyst (investments advisory support)
Builds
Client relationship management and capital raising strategies for a global financial super app
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
capital raising, asset retention, relationship expansion, CRM management, commercial lead tracking, cross-functional collaboration, commercial indicator monitoring, process improvement
Preferred skills
English (intermediate), prior customer service or commercial experience, consultive sales experience, portfolio management experience, basic financial market knowledge, proficiency with digital tools and CRM, analytical mindset, experience in target-driven environments
Technologies
CRM systems, digital financial tools