About the role
FinEx AI summary
Lead portfolio strategy and client engagement across retail wealth segments, including affluent and ultra-high net worth clients. Direct a team in growing assets under management, client revenue, cross-selling investment and insurance products, and managing client migration. Oversee loyalty programs and marketing budget with P&L accountability.
Core skills Portfolio Management Wealth Management Client Engagement Team Leadership Cross-selling Investment Products
Role details
Work style On-Site
Posted 19 Sep 2026
Finance
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