SG
Scania GroupHub Manager
HUB Manager Asia ensuring operational excellence and resource planning for TRATON's Asian operations. Leading a team and fostering relationships in a hybrid work environment.
About the role
- Part of the Premium & Private Advisory Team managing and growing assets for premium clients
- Engage proactively with new and existing clients via email, phone, and video calls to nurture portfolios
- Act as a spokesperson for Moneyfarm and deliver an exceptional customer experience as first point of contact
- Proactively engage the client base to achieve agreed targets while maintaining high quality
- Keep the CRM database (Salesforce) up to date with all client contact
- Use Cashcalc to prepare cashflows and perform cashflow modelling for clients
- Conduct portfolio reviews, analyse performance, asset breakdown and diversification given selected risk level
- Collaborate with other departments on projects to improve client experience and contribute to content and business projects as seniority increases
Requirements
- University degree
- Level 4 qualification IAD with CISI, CII or equivalent
- At least 2 years of experience in a financial services company (adviser or paraplanning role)
- Strong interest in commercial activities
- Excellent verbal and written communication skills
- Ability to build strong relationships with customers; strong customer orientation
Benefits
- Health Insurance, Wellness plan
- Fee free investments on Moneyfarm platform
- Incentive scheme
- Career development opportunities
- Training opportunities
- Regular office social events
- Happy and friendly culture!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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