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 formulationMarket trend analysisProduct knowledgeWealth managementInvestment portfolio conceptsCollaboration with relationship managers