About the role
FinEx AI summary
Responsible for implementing asset allocation services, product post-sales warnings and rebalancing, and managing asset allocation activities. Refers complex needs to investment, insurance, and trust consultants, and produces auxiliary sales materials. Requires over five years of experience including frontline customer marketing.
Core skills
asset allocationwealth managementinvestment portfolio managementproduct post-sales supportportfolio rebalancingsales material production