About the role
FinEx AI summary
Execute client investment transactions across asset classes and manage end-to-end trade workflows including pricing, pre-trade checks and voice logging. Coordinate with Front Office on client instructions and communicate product features and risks where required. Assist Investment Solutions Advisors with research and proposals as the role develops.
Core skills Trade Execution Private Banking Investment Products Asset Classes Pricing Pre-trade Checks
Role details
Work style On-Site
Posted 30 Sep 2026
Operations
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