About the role
FinEx AI summary
Supports private banking relationship managers in serving high-net-worth clients by executing transactions, handling account opening and documentation, preparing sales monitoring reports, and ensuring compliance. Requires a degree, at least three years of banking/financial services experience, SFO and IIQE qualifications, and knowledge of investment products and banking procedures. ECF qualification preferred.
Core skills
Client transaction executionAccount opening proceduresDocumentation preparation and collectionSales monitoring reportingRegulatory complianceWealth management product sales