About the role
FinEx AI summary
Support Relationship Managers in serving high net-worth private banking clients, ensuring timely transaction processing and customer-focused service. Maintain client relationships, act as key contact for instructions, monitor fund payments and prepare loan disbursement. Requires a business or finance degree, at least three years of private banking experience, and SFO Types 1 and 4 qualification.
Core skills
Private BankingWealth ManagementCustomer Relationship ManagementInvestment ProductsSFO Type 1SFO Type 4