About the role
FinEx AI summary
Assist in expanding and maintaining private banking client relationships and provide tailored wealth management solutions. Manage client portfolios, offer investment advice, and execute investment transactions including FX and equities. Works with internal teams and complies with regulatory and internal requirements.
Core skills Private Banking Client Relationship Management Wealth Management Portfolio Management Investment Advisory Investment Products
Role details
Work style On-Site
Posted 22 Sep 2026
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