About the role
FinEx AI summary
Supports Investment Counsellors and the sales team in private banking by preparing marketing and product materials, monitoring client portfolios, and compiling recommendations. Coordinates with product desks and prepares proposals aligned to clients' asset allocation, objectives and risk profiles.
Core skills Investment Advisory Portfolio Management Wealth Management Financial Markets Asset Allocation Client Relationship Management
Role details
Work style On-Site
Posted 10 Nov 2026
Finance
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