About the role
FinEx AI summary
Manages custody product sales and marketing plans, works with relationship managers on pricing and selling custody services, and handles client onboarding and due diligence. Maintains custody account relationships and provides after-sales service, including regular client reviews and feedback collection. Requires at least four years of front-line securities and custody experience.
Core skills
Custody ServicesProduct SalesBusiness DevelopmentClient ServicesRelationship ManagementPricing Strategy