About the role
FinEx AI summary
Achieve business targets and manage a client portfolio by providing advisory services, executing trades, and cross-selling investment, FX, and securities products. Build and maintain relationships with high-net-worth clients, monitor accounts, analyze business potential and creditability, and generate NII through credit facility negotiations. Prepare call reports, credit proposals, and monthly business development reports.
Core skills
Retail BankingPrivate BankingWealth ManagementPersonal BankingInvestment ProductsFX Products