About the role
FinEx AI summary
Drive profitable growth by acquiring and servicing high-net-worth clients, and manage a personal client book. Deliver net new money, AUM and revenue targets while applying asset allocation and portfolio benchmarks to client needs. Collaborate with product specialists and support functions, and manage operational and reputational risk.
Core skills
Private BankingWealth ManagementHNW Client Relationship ManagementClient AcquisitionAsset AllocationPortfolio Management