Solutions Assistant

Are you ready to make a significant impact in the world of wealth management? Join our International Consumer Bank Advisor Support team in India, where your skills and passion will drive innovation and support our global sales organization. We offer unparalleled opportunities for career growth and a collaborative environment where you can thrive and contribute to meaningful projects.

As a Solutions Assistant within the International Consumer Bank Advisor Support India team, you will operate as an extension of the London-based Wealth Services team. You will play a crucial role in supporting client advisors across the sales life cycle, from prospecting and lead generation to client onboarding and portfolio reviews. Your work will contribute to business priorities and enhance the client experience. The International Consumer Bank (GPB) Advisor Support India team is an integral part of the global sales organization. We partner closely with Client Advisors, Investment Specialists, Lending Advisors, Wealth Advisors, and Market/Regional Leadership to support activities across the client/sales life cycle. Our team operates in a globally integrated format, aligning with Advisors of a given Region/Market to contribute to business priorities. We focus on prospecting, creating pitchbooks, updating marketing materials, supporting client onboarding, and conducting ongoing client portfolio reviews and analysis.

Job Responsibilities:

• Load prospective opportunities into Salesforce and maintain accurate records.
• Review opportunities and undertake administrative tasks related to funding and finance reconciliation.
• Perform competitor analysis to identify market trends and opportunities.
• Oversee pension/ISA transfers, including follow-ups with providers and clients.
• Prepare client documents and collaborate with the business team to advance them.
• Investigate prospects using databases and general search methods, creating bios for Wealth Manager meetings.
• Develop materials for prospective client meetings, including background research and portfolio analysis.
• Compile business reports, including monthly and quarterly reviews for the team.

Required Qualifications, Capabilities, and Skills:

• 4+ years of professional experience in a similar capacity.
• Excellent stakeholder engagement skills; fluency in English required.
• Expertise in PowerPoint and Excel; experience with tools like Alteryx, Tableau, and LLM is an advantage.
• Strong understanding of client management needs and sensitivities; absolute discretion with confidential matters.
• Able to work under minimal to moderate supervision; adaptable to demanding environments.
• Inclination to understand market dynamics and develop expertise.

Preferred Qualifications, Capabilities, and Skills:

• Strong analytical and problem-solving skills.
• Ability to work collaboratively within a team high attention to detail and accuracy in work.
• Flexible to work in different shifts and from different locations as required and all five days of the workweek are required to be in the office.
• University degree holder (preferred MBA/CFA/CA/FRM)
• Knowledge of German, Spanish, or Portuguese as an advantage.