About the role
FinEx AI summary
Product Specialist supporting Relationship Managers and Investment Counsellors on discretionary and mutual funds proposals, growing the private bank's share of these assets. Provides client-focused support, marketing and after-sales activities, and works with portfolio managers to build discretionary assets.
Core skills Managed solutions Wealth Management Asset Management Portfolio construction Portfolio management Asset classes
Role details
Work style On-Site
Posted 11 Nov 2026
Finance
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