About the role
FinEx AI summary
Assists Investment Counsellors and the sales team with marketing materials, client relationships and portfolio monitoring. Prepares investment proposals aligned to clients' asset allocation, risk profiles and objectives, and gathers market and product information. Requires a finance or business degree and good knowledge of financial markets.
Core skills Investment Advisory Portfolio Management Wealth Management Financial Markets Asset Allocation Client Relationship Management
Role details
Work style On-Site
Posted 26 Sep 2026
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