About the role
FinEx AI summary
A senior role advising institutional clients on raising capital in capital markets and on mergers, acquisitions and other financial transactions. Acts as an intermediary in trading and central point of contact for client relationships, service reviews and issue resolution. Partners with Legal, Compliance, Risk, Audit and Finance to ensure governance and controls.
Core skills
capital marketsstrategic advisorymergers and acquisitionsclient relationship managementcross-sellinginvestment strategies