About the role
FinEx AI summary
Provide wealth management services to a portfolio of high-net-worth customers, promoting investment and insurance products to meet their needs. Expand the client base by exploring potential customers. Requires a degree and at least five years handling investment portfolios for affluent clients, plus relevant licensing exams.
Core skills Wealth Management Investment Products Insurance Products Portfolio Management Client Acquisition SFO Regulated Activities Types 1 & 4
Role details
Work style On-Site
Posted 26 Oct 2026
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