About the role
FinEx AI summary
Supports Relationship Managers in serving high net-worth private banking clients, helping retain and grow customers and ensuring timely transaction processing. Acts as a key client contact for instructions, fund payments and loan disbursement, and maintains customer relationships. Requires a degree, 3 years of private banking experience and SFO Type 1 and 4 qualification.
Core skills
Private BankingRelationship ManagementWealth ManagementSFO Type 1SFO Type 4Customer Relationship Building