About the role
FinEx AI summary
Acquire, manage and grow a portfolio of high net worth and ultra high net worth clients, delivering tailored wealth management solutions. Drive growth in assets under management, revenue and profitability by identifying clients' investment, wealth preservation, financing and wealth planning needs. Requires 5+ years for RM and 8+ years for Senior RM in private wealth…
Core skills
Wealth ManagementPrivate BankingHNW/UHNW Client Relationship ManagementPortfolio ManagementClient AcquisitionAssets Under Management Growth