About the role
FinEx AI summary
Delivers investment perspective, market and product briefings, and customer investment strategies. Supports relationship managers and manages investment sales activity. Requires a degree, over 5 years' experience, wealth management expertise, relevant financial certifications; more experienced applicants may be considered senior.
Core skills Investment strategy formulation Market trend analysis Product knowledge Wealth management Investment portfolio concepts Collaboration with relationship managers
Role details
Work style On-Site
Posted 23 Sep 2026
Sales
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