About the role
FinEx AI summary
The Senior Client Advisor manages a portfolio of high-net-worth clients, offering tailored financial solutions and advice. Responsibilities include developing client relationships, monitoring portfolios, identifying new business, and collaborating with specialists. Full compliance and staying updated on market trends are required.
Core skills wealth management client relationship management investment products financial planning estate planning compliance
Role details
Work style On-Site
Posted 31 Aug 2026
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