About the role
FinEx AI summary
This role involves increasing the private bank's discretionary and mutual funds assets, providing client-focused support and marketing, and assisting Relationship Managers with investment proposals. The ideal candidate should have relevant experience in managed solutions within wealth or asset management, strong communication skills, knowledge of asset classes and portfolio construction, and proficiency in Excel and PowerPoint.
Core skills
Wealth ManagementAsset ManagementManaged SolutionsPortfolio ConstructionPortfolio ManagementCommunication